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

To: Voltaire who wrote (3204)	9/22/2000 10:51:46 PM
From: Voltaire	Read Replies (2) \| Respond to of 65232

Sould see RMBS start it's Green October next week. V GREAT NEWS FOR RMBS AND P4 SYSTEMS! by: tech_future200x 9/22/00 10:22 pm Msg: 163635 of 163637 Message 14440550 P4 Launch date announced by Ziff Davis....<G> Ziff Davis the official organ of Intel corporation has announced the launch date for the P4 along with prices and availability. Ziff Davis officials stated that they will not be outdone by THE REGISTER as an official organ of Intel corporation. zdnet.com. "Intel officials would not confirm the launch plans, saying only that the chip would ship in the fourth quarter. The company is planning a launch event at its Santa Clara, Calif., headquarters. HP and Dell to offer systems The Pentium 4 will be offered by a number of large PC makers in home PCs and workstations. Hewlett-Packard Co. (NYSE: HWP), sources said, would offer the chip in its Pavilion line of home PCs and in its Kayak series of workstations. Dell Computer Corp. (Nasdaq: DELL) is also expected to offer the chip in its consumer line. It is likely that other large PC makers will follow suit with systems of their own. But sources said that neither PC maker plans to offer the Pentium 4 in corporate PC lines right away. That's not surprising -- corporate IT buyers generally prefer not to venture into new technology immediately. The exception to the rule comes with workstations, where companies usually buy as much performance as they can afford. Intel is positioning the Pentium 4 as an engine for high-end, multimedia-oriented applications, such as video editing, digital photography and gaming. In an interview earlier this week, Carl Everett, vice president and general manager of Dell's Personal Systems Group, would not comment on processor speeds or introduction dates. He did say, however, that Dell is looking at the chip for its corporate Optiplex desktop. "We're in the validation process (with Pentium 4) right now. Things are going well. It looks good right now, but it's got to be system-ready for me to put my name on it," he said. " Message 14440596 Jim, This is BIG news for P4. They said home PCs and consumer line of PCs. This is big. It means that the P4 configs will be even cheaper than we expect. You can actually look at the HP pavilion and Dell Dimension line and get an idea. I think we will see full system prices starting much lower than we are expecting. This is great news. It also means that Intel must have the P4 volume necessary already if they are to have them at such low system prices. Everyone will want one. Thanks for the great news. Can't wait.

To: Voltaire who wrote (3204)	9/23/2000 1:02:14 AM
From: Jim Willie CB	Respond to of 65232

I have seen Barton BiBiBiggs stutter and lose his cool many times all in the last 3-4 years he was probably expecting a bear market this autumn I cannot understand how he earns his paycheck / Jim

To: Voltaire who wrote (3204)	9/23/2000 2:27:53 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

From: Don Green on the SI RMBS food fight thread.... Rambus love, Rambus hate Sep. 22, 2000 (Electronic Engineering Times - CMP via COMTEX) -- When Hyundai and Micron launched preemptive suits against Rambus Inc. recently, I called a longtime source familiar with DRAM technology and patent law. Now retired, this gentleman is no friend of Rambus DRAM. "My opinion hasn't changed: Rambus is too complicated," he said. The Rambus patents, however, are another matter. He put me on hold, went to his basement office and resumed the conversation with a stack of Rambus patents at the ready. Mike Farmwald and Mark Horowitz, the founders of Rambus, filed comprehensive patent claims in the early 1990s related to memory bus architectures and synchronous DRAM technology. "These were very well-written claims, with a full page or two pages of references," my source said. "The Patent Office later came back and told them to split up the claims and refile them." In 1999, the Patent Office finally granted a long string of patents to Farmwald and Horowitz, with the patents assigned to Rambus. Based on what my source said, the Rambus patents are not something the DRAM industry will be able to easily avoid. I asked my retired source about the impact of the suits on Rambus' goal of getting RDRAMs established in the market. Won't the big DRAM players be even less likely to develop RDRAMs, now that Rambus is asking them to pay for SDRAM patents? That is a complex issue, but my source said that business issues, by and large, override emotions. Rambus could play its hand so that the intellectual property revenues would complement the royalties from RDRAM shipments. Is the Rambus patent offensive a deathbed strategy, with Rambus all but acknowledging that RDRAMs are not destined to become mainstream? Will Micron, which detests the Rambus model, end up paying higher fees for patents than Samsung, which is supporting Rambus? Is it kosher to use patents as bargaining chips in a bid to gain royalties from manufactured products? This dual nature of the "new-millennium Rambus"-wielding a patent club in one hand and beckoning "come join us" with the other-is the new reality. It will be interesting to see if the Patent Office decision to grant some basic patents to the Rambus founders helps or hurts their original goal of establishing a new type of high-bandwidth memory in the marketplace. Will a strong patent hand help Rambus there? Let me know what you think: dlammers@cmp.com. eet.com Message 14440993 Ö¿Ö

To: Voltaire who wrote (3204)	9/25/2000 10:24:01 AM
From: StockHawk	Read Replies (2) \| Respond to of 65232

>>Barton Biggs on CNBC today. The man was in shock.<< I heard over at the Fool that some of the bears were so happy Thursday night that they were breaking out in song. Apparently the following was quite popular: With apologies to Don McLean... A long, long week ago, I can still remember how the market used to make me smile, What I'd do when I had the chance, Is get myself a cash advance, And add another tech stock to the pile. But Alan Greenspan made me shiver, With every speech that he delivered, Bad news on the rate front, Still I'd take one more punt, I can't remember if I cried, When I heard about the CPI, I lost my fortune and my pride, The day the NASDAQ died ... So bye-bye to my piece of the pie, Now I'm gettin' calls for margin, 'Cause my cash account's dry, It's just a few weeks from a new all-time high, And now we're right back where we were in July, We're right back where we were in July, Did you buy stocks you never heard of? QCOM at 150 or above? 'Cos George Gilder told you so, Now do you believe in Home Depot? Can Wal-Mart save your portfolio? And can you teach me what's a P/E ratio? Well, I know that you were leveraged too, So you can't just take a long-term view, Your broker shut you down, No more margin could be found, I never worried on the whole way up, Buying dot coms from the back of a pickup truck, But Friday I ran out of luck, It was the day the NAAAASDAQ died ... I started singin' Bye-bye to my piece of the pie, Now I'm gettin' calls for margin, 'Cause my cash account's dry, It's just a few weeks from a new all-time high, And now we're right back where we were in July, Yeah we're right back where we were in July. StockHawk