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

To: happy_henry who wrote (50677)	8/22/2000 6:33:27 AM
From: Ian Anderson	Read Replies (2) \| Respond to of 93625

Memory for Itanium I would like to remind certain ill informed people here that there is only one chipset available (or so far as we know even planned!) for Itanium. This is the 460GX, which supports only old fashioned single data rate PC100 memory. Itanium has been on the drawing board such a long time that the other memory types were not expected to be available at the launch date when it was designed. In my opinion Itanium was Intel's plan B, in case the die shrink of IA-32 processors combined with Rambus memory bandwidth could not deliver the Moore's Law increase in performance that Intel needs year after year to stay in business. Alternatively going with Rambus might have been plan B when they discovered IA-64 was in trouble. As it turns out with AMD turning the screws on IA-32 performance, and Itanium repeatedly delayed, Itanium will not catch up now. I don't expect to see any commercial products containing it, just for it to be used as a vehicle to build infrastructure. The first real IA-64 products will come with it's successor. <JMHO>

To: happy_henry who wrote (50677)	8/22/2000 8:25:15 AM
From: mishedlo	Respond to of 93625

Happy Henry - with AMD dropping like a rock recently and RMBS recovering I would say you are more than just a little nervous right now - Let us know when you close that short please

To: happy_henry who wrote (50677)	8/22/2000 9:17:21 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

happy henry... "Henry, feeling better and better about his RMBS short the more time goes on" Now at 88 1/2. Time is going on and you shorted at 81... we'll probably close above 90 the way things are going. And if any news hits... BAMM! happy henry won't be so happy anymore! I'll be checking in on you from time to time just to check your HAPPY LEVEL!<VBG>