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

To: Voltaire who wrote (10509)	10/31/2000 9:43:36 AM
From: SE	Read Replies (1) \| Respond to of 65232

Your faith absolutely astounds me. Sitting in either in awe or totally shocked. Not sure which. -SE

To: Voltaire who wrote (10509)	10/31/2000 9:51:13 AM
From: J Krnjeu	Respond to of 65232

Hello Voltaire, Please read, very interesting on RMBS Message 14692580 Carl, Implementation of RDRAM chipsets in notebooks was canned due to super performance not being the main issue for notebook buyers, thus a limited market for speedier but expensive cheaps whose potential could not be utilized by slower notebook system bus speeds and generally weaker notebook CPU's. It just didn't make business sense to go to the expense of launching the chipset resulting in nominal performance gains, but when n.b. system bus speeds match those with of P4 desktop systems, and n.b. CPU's break into the 1.3-1.5 Ghz range, you and the rest of the Rambus Bears will be in for a very stunning surprise. And rest assured Intel will solve the silly Rambus memory cost dilemma, even if it means putting some of the mm's out of business by converting several of their own fabs to produce it. Wave counts on Rambus say it should not go below 46, with any trading under 52 a low probability. Buying it here in the low 50's with such minimal downside is in my mind the equivalent of having the opportunity to buy Qualcomm in March of '99 in the 10's before the run to 200. Wave counts limit Rambus' maximum upside to 836 or thereabouts, and require a MINIMUM move back up to 115 or better. With court case wins, the move should be closer to the former number, regardless of how well RDRAM or its successors rollout. With Court Case losses and continued Intc sour grapes, current buyers may have to settle for just better than 100% IMO. Thank you JK