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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (43887)	6/9/2000 7:27:00 PM
From: pompsander	Respond to of 93625

Carl: You spooked me, Man, with that disclosure that Dell is getting off the bus! <g> So, I sold covered calls today on half my position. I got 3.75 for the June 270s. Hope the bus doesn't rise 38 points in a week, so I can keep the stock.

To: Bilow who wrote (43887)	6/10/2000 7:40:00 AM
From: sergiotenenbaum	Read Replies (1) \| Respond to of 93625

Bilow, Ref: WWW.safehaven.com/rambus.htm Intel does not own truckloads of Rmbs stock, it has 1MM un-exercised options. a- Why Willy (Rambus only chip) not mentioned? Intel claims that at double current CPU speeds, Rambus shines. b- Why imminent production quadrupling of PSII at over 2MM units/month not mentioned? c- Why DDR chipsets delays not mentioned? d- Why AMD?s statement that not any DDR work whit its chips mentioned? e- Only the JEDEC defense in Hitachi?s lawsuit is mentioned. Was he embarrassed to mention the Monopoly defense? ST

To: Bilow who wrote (43887)	6/10/2000 10:30:00 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Carl, re: <<Dell to cease marketing the bus???>> dell.com Last update 8 May 2000. Yeah, it looks dead, dead, dead (for DDR that is). Looks like you made it back from Taipei. Why don't you take the weekend off? Here's another US$5-6 for you to buy dinner with, in case Via's paycheck bounced. You can always go push papers at AMI2. BP

To: Bilow who wrote (43887)	6/10/2000 4:45:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Carl, Another problem with your DDR to RDRAM comparison is that you compared a 2 channel DDR with 1 channel RDRAM. You should have been comparing a 4 channel DDR with a 1 channel RDRAM motherboard. SDRAM busses are 8 bytes while RDRAM is 2 bytes. Remember DDR is only 65-75% available while RDRAM is 95% in terms of page hits. Hence, you need all 4 channel of DDR to approach 1 channel of RDRAM. There may be no raise for you this year. :)