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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (515)	9/11/2000 8:27:12 PM
From: Jill	Read Replies (2) \| Respond to of 65232

This just came into my inbox, on rmbs thread: Intel to Give PC Makers Rebates to Use Rambus Memory Standard By Cesca Antonelli Santa Clara, California, Sept. 11 (Bloomberg) -- Intel Corp., the world's biggest chipmaker, will give personal-computer makers rebates to use the Rambus Inc. memory standard in machines based on the upcoming Pentium 4 chip, a spokesman said. Manufacturers have been reluctant to embrace Rambus because memory chips using the new design cost more to build. Intel spokesman Michael Sullivan said PC makers will get rebates, though he declined to comment on how large they'd be. ``We are planning a program to help with the initial ramp of the Pentium 4 to ensure there's memory available to enable manufacturers to hit their price points,'' Sullivan said. Intel for years endorsed the standard developed by chip design house Rambus as the only one capable of meeting the memory requirements to process video, sound and other data fast enough for high-end Internet and other applications. As Rambus remained expensive, other companies began offering equivalent chips at cheaper prices. In July, Intel dropped its Rambus-only strategy. Still, the chipmaker maintained that Rambus was best for the applications that need the powerful Pentium 4 processor. Intel began working with PC makers to find a way to make systems using Pentium 4 and Rambus available at the right price for business users and some consumers. Though Intel wouldn't say how much it expects the PCs to cost, high-end machines can run about $2,500. Pentium 4 chips running at 1.4 gigahertz will be available in the fourth quarter. Shares of Intel, based in Santa Clara, California, fell 69 cents to 64.69 and have added 57 percent this year. Mountain View, California-based Rambus rose 3.56 to 79.25 and has more than quadrupled over the same time.

To: Dealer who wrote (515)	9/11/2000 8:34:57 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

<font color=Red>AFTERHOURS QUOTES Voltaire's Porch Basket of Stocks These Stock Have Not Been Picked By Any One Individual GORILLA--A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product, KING--The Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Compaq is a king. Seagate is a king of hard drives. A lot of study has been done on these stocks by the Gorilla and Kings thread. There are the stocks that are discussed most often on the porch........and 1 or more are in most porcher's portfolio. The following Stocks are on the Gorilla and King Index QCOM CLOSE 58 1/8 AFTERHOURS 58.8125 GMST CLOSE 77 1/2 AFTERHOURS 77.50 JDSU CLOSE 109 3/4 AFTERHOURS 110.50 SEBL CLOSE 88 3/8 AFTERHOURS 88.80 NTAP CLOSE 110 9/16 AFTERHOURS 111.00 The following Stocks are on the Gorilla and King Wait and Watchlist The Watch & Wait Index consists of stocks that have some desirable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows: BRCM CLOSE 224 1/8 AFTERHOURS 223.50 CREE CLOSE 120 15/16 AFTERHOURS 120.9375 ELON CLOSE 39 1/8 AFTERHOURS 39 PMCS CLOSE 208 1/2 AFTERHOURS 208.25 RMBS CLOSE 79 1/4 AFTERHOURS 79.75 RNWK CLOSE 50 5/8 AFTERHOURS 50.375 WIND CLOSE 46 3/8 AFTERHOURS 46.3125 SNDK CLOSE 77 5/16 AFTERHOURS 79 "Voltaire's Cover Call Strategy 101" see Post # 9490 Post #'s of Recent Cover Call Strategy Discussions From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00 Contest: “Which Stock Will Double?” link below Message 13523976 27272 Original Posts "Voltaire Cover Call Strategy 101"