Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (62165)	12/1/2000 4:34:26 PM
From: Rich1	Respond to of 93625

Anybody know why RMBS sodl off at the close..Everyone worried about INTC warning..

To: Don Green who wrote (62165)	12/1/2000 4:35:14 PM
From: GVTucker	Read Replies (1) \| Respond to of 93625

Note also that UBS reiterated a 'Strong Buy' today. This is the first opinion on RMBS that has come out of UBS since the PaineWebber buyout. Thus, a lot of customers there are seeing that analyst's RMBS research for the first time, so it might have a partial effect similar to new coverage somewhere else.

To: Don Green who wrote (62165)	12/1/2000 4:37:51 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Hmmmm - Is Bilow hiding? Where are all these DDR victories, PCs, etc etc etc. What about the mobo and layer issues I am hearing about lately. What the hell is MU doing with all that DDR they have been producing, is it in inventory or is there a problem that relegated it to the dumpster? Carl, come out come out where ever you are. ggg

To: Don Green who wrote (62165)	12/1/2000 6:06:45 PM
From: visionthing	Respond to of 93625

Have you heard anything about P4 recall? I was in Best Buy making comparisons, the sales staff at BB has been instructed NOT to sell any P4, they showed me an internal memo with a statement about recall.(very generic) The salesman went on to explain, "I think it has to do with the RDRAM memory." BTW, BB doesn't show any Pentiums, which I find curious? Of course Gateway Country was entirely different, P4 (1.5Ghz) was highlighted as you walk through the front door. Without prompting the salesman was extolling the virtues of Rambus, "the best memory available." He was very excited by the P4. Price as displayed was around 2725.00. All FWIW. vt