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

To: Don Green who wrote (71391)	4/30/2001 8:14:01 PM
From: Don Green	Respond to of 93625

Intel Slashes Some Pentium 4 Prices In Half (04/30/01, 7:35 p.m. ET) By Edward F. Moltzen, CRN NEW YORK— In one of its most aggressive moves this year, Intel Corp. cut the list price of its 1.5GHz Pentium 4 processors by 51 percent and its 1.4GHz Pentium 4s by 49 percent. The pricing action, which sources last week said would happen April 30, comes on the heels of new shipments of 1.7GHz processors last week that were far cheaper than some in the industry expected. "This is good news for us; I think this is awesome," said JoAnn Evans, vice president of solution provider Networks, Minneapolis. She said that with memory included the pricing on the 1.5GHz systems comes to $355. In that ballpark, she said, Networks will stop offering Pentium III systems. "When [customers] are looking to buy 10 workstations, they are not looking for something that is $2,000," Evans said. "They are looking for something more in the $1,000 to $1,200 range." The chip maker said its 1.5GHz Pentium 4s would drop to $256 each, in 1,000-unit batches, down from $519. Earlier this year, the processors were priced at more than $800. The 1.4GHz processors dropped from $375 to $193, Intel (stock: INTC) said. At the same time, 1.3GHz chips dropped to $193 from $268, a decrease of 28 percent. Mike Rowe, president of Maverick Technology Solutions, Romeoville, Ill., does not think such aggressive pricing is a positive. Rowe said he still supplies more Pentium III-based solutions. "I don't think it's a good thing, and actually I think it hurts the existing technology," Rowe said. In fact, while a 1.5GHz Pentium 4 processor is now priced at $256, a 1GHz Pentium III Xeon remained unchanged in price at $425. The cut on the 1.5GHz chips was Intel's third price drop on that processor since March and comes amid continued promises by the company that its Pentium 4 transition would be its fastest to date. At the outset, sales of the Pentium 4 were slow while PC makers complained the RDRAM memory that accompanies it was too expensive. An Intel spokesman said the aggressive price move was part of the routine pricing activity the company takes from time to time

To: Don Green who wrote (71391)	4/30/2001 9:56:03 PM
From: KM	Read Replies (2) \| Respond to of 93625

Now that will probably present us with the buying opportunity we've been waiting for. I guess the question now is, what happens to the other deals they have for royalties with other parties and what is fair value for the stock for RDRAM only. That's something I can't figure out any more. Maybe someone can help me there.

To: Don Green who wrote (71391)	5/1/2001 11:31:15 AM
From: Win Smith	Read Replies (1) \| Respond to of 93625

Ramboholics go nuts in May theinquirer.net Duh, as opposed to the other 11 months of the year? In this installment, sometimes local contributor Mike Magee goes off for a walk on the wild side on Yahoo, where the authoritative legal experts still see blue sky. Judging by recent posts, Carl has a stronger stomach than Mike, or maybe Mike's still recuperating and needs to be careful. SOMEONE ADVISED US that we should go over to the Yahoo Message Boards and check out the Ramboholics and their doings. We must confess that we worried about the state of our health but eventually curiousity got the better of us and we put our foot into the water. . . . "Clueless morons are still short RMBS... You will be get rammed soon, and boy will it be fun or what Get ready shorties, you have already flushed you IP down the toilet." There's more. And there will be more. Back to Silicon Investor's relative calm, methinks... Much more of the inimitable bus people style on display at that link, but the Inquirer can use the hits no doubt.