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


To: Dealer who wrote (10503)10/31/2000 9:38:50 AM
From: Voltaire  Read Replies (4) | Respond to of 65232
 
Yes,

but if you are INTC and are about to be sued for all memory chips, you might just let a little FUD out.

Just bought more shares.

This is the game I love - beating the FUDSTERS at their on game. Of course I could die, couldn't I. DON'T ADVISE OTHERS TO PLAY THIS GAME!

Fortunes will be made with RMBS.

V



To: Dealer who wrote (10503)10/31/2000 9:46:19 AM
From: edamo  Respond to of 65232
 
dealer....rmbs "fud"

interesting that the article was out yesterday morning......assumption can be made that today's action is more knee jerk...and indicative of large scale shorting...but yet very real...

cnbc must be having a slow news day.......



To: Dealer who wrote (10503)10/31/2000 10:06:19 AM
From: Dealer  Respond to of 65232
 
RMBS/INTC--Rambus Falls 20 Pct on Intel Concerns

NEW YORK (Reuters) - Shares of memory chip designer Rambus Inc. (Nasdaq:RMBS - news) fell more than 20 percent on Tuesday after an online trade magazine said chip-making giant Intel Corp. (Nasdaq:INTC - news) would phase out its use of most Rambus technology.

Rambus shares were down $11-7/16 to $42 at the opening of trade, making the stock the top percentage loser on Nasdaq.

Electronic Buyers' News said it obtained a document that showed Intel's plans for its future support of Rambus technology.

``According to the document, Intel will phase out the slow-selling Direct RDRAM-enabled 820 chipset in the first quarter of next year, while the yet-to-be introduced Intel 850 chipset will be dropped in the middle of the third quarter.

``At that time, Intel's sole remaining Rambus chipset will be an enhanced 850 device code-named Tehama-E, which the company is rolling out for workstations and PCs costing more than $2,000,'' the magazine said.

Santa Clara, Calif.-based Intel and Mountain View, Calif.-based Rambus were not immediately available for comment on the magazine report.