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

To: Voltaire who wrote (4245)	9/28/2000 3:02:17 PM
From: techguerrilla	Read Replies (2) \| Respond to of 65232

With Naz strength today, Tom . . . . JDSU and RMBS are proving to be dogs. Just an amateur opinion. What do you think about my current three: JDSU, RMBS, and QCOM. ?? I think it's amazing that QCOM has been the strongest of the three since the Porch Party. -john-

To: Voltaire who wrote (4245)	9/28/2000 11:34:05 PM
From: Sully-	Read Replies (2) \| Respond to of 65232

Hey Voltman, This post took the round about route to get here..... from the fool thread via the buffalo range, but picked up on the raging bull..... I bet the post is tired from all the travel.... you might like it though..... Post - Has Rambus Won the Game? Interesting Post from the Motley Fool: With prices for PC motherboards built with Rambus memory chips finally falling below those built with a competing technology, a Fool on the company's board declares the game officially over and Rambus the winner. Can it be that simple? Here's the post: Artie got me into looking into pricing again. I've been checking the RAM Price Index everyday, but have been slacking on Pricewatch. But here it is, read it and weep! gogocity.com. In Stock, a Intel VC820 motherboard with 128MB PC800 RDRAM for $312.95 and free shipping. Well it's been all over the press that DDR motherboards WHEN AVAILABLE will be roughly $200 for the board. The memory PC1600 DDR will cost somewhere around $150 per stick. Add it up guys, RDRAM-system $312.95. DDR-system at roughly $350! RDRAM IS CHEAPER NOW and DDR isn't even available yet! THE GAME IS OFFICIALLY OVER! RDRAM has defeated DDR SDRAM. Forget about performance, an RDRAM system is LESS EXPENSIVE than a DDR system. Yes, processors are not included in this comparision, and AMD fans can say that the processors are cheaper which will make WHOLE system cost more competitive, but I'm just looking at the subsystems. Motherboard and RAM. Can we please get some quotes from Bert, Jack, and Sherry?!?! First, 6x, then 3x, then 2x, now... I think you know what. Put the baby to bed, this one is over! Just waitin' for the market to realize what's goin on in the BUS Station. Best Regards, the-breadman ======================================================= Thanks to hjekel on the RB RMBSLONG thread for this...jj ragingbull.altavista.com. Ö¿Ö

To: Voltaire who wrote (4245)	9/29/2000 12:55:29 AM
From: Sully-	Respond to of 65232

Intel Has Delayed Delivery of Pentium 4 to PC Makers, Cnet Says 9/28/00 9:02:00 PM Source: Bloomberg News URL: cnetinvestor.com Santa Clara, California, Sept. 28 (Bloomberg) -- Intel Corp., the world's largest computer-chip maker, has delayed delivery of its new Pentium 4 processor, Cnet News.com reported, citing unidentified PC makers. Intel had originally promised to have Pentium 4 chips ready to deliver to PC makers by Oct. 30, Cnet said, citing unidentified people. Now the chip isn't expected to be ready for delivery until the week of Nov. 20, Cnet said. A later delivery would make it difficult for PC makers to produce Pentium 4 computers, which run at speeds of 1.4 gigahertz, in time for the holidays, Cnet said. An unidentified Intel spokesman said Pentium 4's release had been scheduled for the fourth quarter, which is still true, Cnet said. Intel's Pentium III runs at 1.13GHz. Intel warned last week that third-quarter sales will fall short of forecasts because of weaker demand in Europe. That news sent the shares down 22 percent, their worst-ever decline. (Cnet News.com 9/28) For the Web site of Cnet News.com, see news.cnet.com Ö¿Ö