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

To: Dave B who wrote (54335)	9/20/2000 10:55:08 PM
From: chic_hearne	Respond to of 93625

Re: Didn't you mean to say something like: "This pig is going DOWN!!!!!!" "See you at $8, suckers!!!!!!" "Longs are LOSERS!!!!!!!!" "What a POS. I can't believe ANYONE invests in this dog!!!!!!!" There, doesn't it feel better when you can really contribute to the thread and say what you really mean? Dave, It would be put that DRDRAM is dead. The entire future of Rambus rides on the lawsuits. If they win, today's valuation may be appropriate. If they lose, $8 a share will be a likely price with a 50% haircut the day after they lose the lawsuit. The could even win the lawsuit, but have the royalties set at a rate such as .1% and still tank. The whole company rides on this lawsuit, that would be the best way to say it. chic

To: Dave B who wrote (54335)	9/20/2000 11:16:12 PM
From: blake_paterson	Respond to of 93625

Dell exec sees price drop for PC components mercurycenter.com Dell Computer Corp., the biggest direct-seller of personal computers, said it's been seeing lower prices for PC components, a sign that the shortages that have persisted for most of the year could be abating. Concerns the company had in the second quarter about higher component prices have eased in recent weeks, Vice Chairman Kevin Rollins told analysts and investors at a conference in Boston sponsored by SG Cowen Securities Corp. Lower costs for parts such as memory chips could enable PC makers to cut prices, and could stabilize availability in the second half of the year, Rollins said.>>

To: Dave B who wrote (54335)	9/21/2000 8:52:04 AM
From: gnuman	Read Replies (2) \| Respond to of 93625

Dave B There, doesn't it feel better when you can really contribute to the thread and say what you really mean? <G> A lot of statements on this thread, (long and short), are based too much on emotion and too little on reality. The ramp of P4 is a lot more complicated than building 1 million P4's. Demand play's an important role, and with a new product there's a lot of guess work by the box makers. I think, (and I believe Intel has also stated), the start-up demand will be primarily in the Work Station space, and 100% of that market is ~500 KU's/Qtr. I don't think anyone expects to capture 100% share. (Ironically, with RDRAM rapidly growing in that segment, P4 may not create a significant new market for RDRAM in WS's). In addition to demand forecast for P4 systems, there are many issues beyond fabricating the P4. You need mother boards, which I expect will be 100% Intel at the major box makers. Will Intel build a million mother boards to support the launch? You need the i850 chip set. You need new coolers, which from what I've seen, are quite exotic. You need QA testing at many levels. On start-up what level of sample testing is used for the various components? (It could be as high as 100%). Is Intel shipping tested platforms? What level of testing is required at the platform level? I doubt if RDRAM availability has any impact on the ramp. It appears the Intel road map shows some significant changes/additions to the P4 and chip set in 2H'01. What impact will that have on the ramp? New product launches are much more complicated than building CPU's. JMHO's