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

To: Voltaire who wrote (10582)	10/31/2000 1:01:11 PM
From: im a survivor	Respond to of 65232

<<The day I feel things have turned against them I will be the first to say so.>> Long term aside, because we dont know what the long term holds....we can only go by what has already transpired. I would say, that as of right now, this instant in time, things have moved against rmbs as evidenced by their massive drop in share price over the last couple months. Again, this is not the long term...this is the here and now and from what I assumed, as far as rmbs was concerned, we were talking about the short term, not the long term. Out by January. Tom, I hope RMBS comes back hard and strong...dont get me wrong...just some thoughts. Not whinning thoughts, but thoughts that make some sense. As of now, things have turned against rmbs. Will they turn? lets see in january. Respectfully, keith, the pain in your rear end

To: Voltaire who wrote (10582)	10/31/2000 1:39:26 PM
From: Dealer	Read Replies (5) \| Respond to of 65232

Thank God! I am finally in the right place at the right time. Last week I put it all in EXTR and QQQ! dealie

To: Voltaire who wrote (10582)	10/31/2000 1:43:20 PM
From: mtnlady	Read Replies (2) \| Respond to of 65232

Electronic Buyers' News said it had 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. Gee.. wonder how they "obtained" the document? And look at the mag that "obtained it" . Right smack where all the trade folks would see it. Hard ball for sure.

To: Voltaire who wrote (10582)	10/31/2000 2:59:29 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

put in lowball order for few more RMBS Feb60 calls got filled while riding like an animal on long bike ride sunny low 80s calm gorgeous found an indoor Clearwater swim health club got weight room etc next to olympic pool annual dues $60, usage fee $1 per entry on given day compare that to Boston clubs with $600-750 annual fees I am in going swimming tonight or tomorrow shoulder and torn bicep 90% repaired must have been all that Breyers Ice Cream therapy / jim

To: Voltaire who wrote (10582)	10/31/2000 3:00:48 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

Ron Insana needs no Halloween mask.. call me cruel / jw

To: Voltaire who wrote (10582)	10/31/2000 3:44:31 PM
From: abstract	Read Replies (1) \| Respond to of 65232

I received an email this morning from a friend who was forwarding the following letter on Rambus, from what I believe is an investment group. It is reproduced without permission and I take as much responsibility for it as CNBC does for their "news." (Much of this is now dated - but I post it because I think parts of it adds some needed perspective.) ------------ Rambus News Rambus has suffered a decline in price today due to an unverified report that pointed to Intel dropping Rambus from all but high-end workstations after the second quarter of 2001. The alleged news from Intel was originally published in Electronic Business News over the weekend, and it was re-released earlier today on many of the business wires. The article cites a confidential roadmap obtained from Intel that shows Rambus-based systems, like the 820 and 850 discontinued from the roadmap by mid-2001. Intel has not confirmed any of this, and we are awaiting more news from the company. We believe this does not change our Rambus outlook in the least bit, but it does put more fear into the minds of Rambus investors. Now, more than ever, many people are convinced Rambus is relying upon their intellectual property claims to produce their revenue. And that may be true. We believe RDRAM is the best memory for processors with increasing speeds, and it is the logical solution for future systems. We do not believe this news is anything that threatens Rambus, but we will push back our $200 target to March of this year, due to the speculation. This does not mean we have changed our long-term outlook for Rambus - we haven't. And Rambus may very well meet our original target. But, like last year's delay with the 820 when we had to push our target out a few months, we will also this year. For the record, we did meet our revised target last year, and we believe if events proceed as we are confident they will with Rambus' legal pursuits, both our near and long-term targets will be met. Additionally, DDR chipsets were announced yesterday from AMD, which has also added to the fear over the future of the Rambus technology. While 1.2 GHz DDR has been introduced, the preliminary benchmark testing does not show a much-improved performance benefit over current SDRAM. By most accounts, there seems to be at best an 8-10% increase in performance. Also, the pricing of DDR, while for quite some time was promised to be on par with SDRAM, is significantly more expensive, and closer to the pricing of the upcoming Pentium 4 at 1.4 GHz with Rambus. Remember, just because a news article has been published, verifiable or not, it does not change the performance of Rambus, nor does it alter any patents already locked up by the company. The mood might be different now, and the only thing that will change this is the verifiable performance from the P4, and licensing agreements. Rambus is not, and has never been an easy stock to own. But we have been rewarded in the past for cutting through the nonsense, and sticking to the fundamentals. This time last year Rambus was considered dead due to the delay in the 820. Currently, it is still one of the best investments of 2000. The Rambus story has not changed, despite the volumes of negative articles that have been published over the years. We believe Rambus will prevail in the courts and the company and its shareholders will be rewarded by both their intellectual property and their current RDRAM technology. In closing, we believe Intel will not drop Rambus from any roadmap if the performance of the P4 is strong enough to support volume production. An Intel spokesperson reiterated their support for Rambus today, saying that Rambus is the primary solution for their performance desktop solutions. If RDRAM pricing drops from its current 50% premium over SDRAM to within 20% by the end of 2001, as both Intel and Rambus predict, and the performance is greater than 30%, as Intel has stated, there will be little motivation for the market to choose SDRAM or DDR solution over Rambus. These projections have been verified by Rambus and Intel, and is what we believe is more important to focus on than an unverifiable, unpublished roadmap, from a questionable source.