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

To: Dave B who wrote (73234)	5/18/2001 8:31:03 PM
From: Don Green	Respond to of 93625

O.T. Retailer Fry's buys stake in Outpost.com By Troy Wolverton Staff Writer, CNET News.com May 18, 2001, 4:30 p.m. PT news.cnet.com Retailing giant Fry's Electronics has taken a stake in Outpost.com. The San Jose, Calif.-based company has acquired 9.97 percent of the online electronics e-tailer, according to a regulatory document filed Friday with the Securities and Exchange Commission. The investment marks the latest move by the Silicon Valley icon onto the Internet. Representatives for Fry's and Outpost did not return calls seeking comment. One of the first online retailers, Kent, Conn.-based Outpost has fallen on tough times in recent months. Last month, Outpost laid off 30 percent of its work force and replaced Chief Executive Katherine Vick. Chief Financial Officer Paul Williams III and directors James Preston and Michael Murray also resigned last month. On top of mounting losses, the company's stock price has closed consistently below $1 per share in recent months and fell as low as 13 cents last month. Earlier this year, the company ended its policy of free overnight shipping on certain orders. Fry's, meanwhile, has taken tentative steps online. The company launched its Web site last summer and is selling Internet access through it, but it has yet to sell any of its electronics goods through the site. Earlier this year, the company threatened to sue a man for posting the company's advertisements on his Frysad.com Web site. Fry's purchased 3.15 million shares of Outpost stock for about $2.3 million. The filing did not say when the company acquired the shares. Fry's did not appear on a proxy statement list of investors filed with the SEC last June indicating those owning at least 5 percent of Outpost.

To: Dave B who wrote (73234)	5/18/2001 8:51:59 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Except that you just (implicitly) said that the performance benefit for DDR is miniscule. It doesn't sound as if this is what they want/need.... The guys who want Intel already have their something new. AMD was pushing DDR, and Intel was insisting on RDRAM. After a fighting bitterly for nearly two years, Intel swallowed its pride, blushed a bright red, and threw in the towel. Intel has announced SDRAM and DDR chipsets for P4 and is franticly rushing them to market. It's kind of like AMD going with SSE vs. their own 3DNow. For anything other than the very short term. RDRAM is as dead as 3DNow. Unless some miracle occurs, and Rambus manages to establish a supportable claim on SDRAM or DDR, the company is doomed.

To: Dave B who wrote (73234)	5/18/2001 10:26:46 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; Re: "I assume, then, that you missed Don's post that said that Crucial has just priced them [DDR and SDRAM] at parity?" Of course I am aware of Crucial's pricing. The meaning of this is that DDR is as cheap as PC133 at Crucial. That is not the same as saying that DDR is as cheap as PC133. In fact, I've been charting cheapest prices for 2 months from PriceWatch, and my data show that DDR is still around twice the price of SDRAM. Re: "Except that you just (implicitly) said that the performance benefit for DDR is miniscule. It doesn't sound as if this is what they want/need." [In reply to my note that "Until then, DDR will only be bought by speed demons"]. It is in the nature of speed demons that they care about minuscule differences in speed. That's why the people who publish the benchmarks give data to 3 significant figures, LOL. Price demons, for that matter, care about minuscule differences in price, etc. -- Carl

To: Dave B who wrote (73234)	5/19/2001 8:07:14 AM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Dave, How is your prediction of $1000 stock price coming along? To: jim kelley who wrote (39447) From: Victor Lazlo Monday, Apr 10, 2000 8:23 AM ET Reply # of 73262 RMBS stock price predictions for the period of today through the end of this year: -----------------------------High --- Low --- Close TimeToMakeTheInvs ----------- 550 --- 193 --- 400 Pompsander ------------------ 510 --- 177 --- 380 Ignatz ---------------------- 485 --- 191 --- 423 Victor Lazlo ---------------- 820 --- 192 --- 477 Dave B. -------------------- 1000 --- 150 --- 600 Barry Grossman -------------- 775 --- 200 --- 670 visionthing ----------------- 624 --- 197 --- 516 mishedlo ---------------------750 --- 220 --- 650 ekid ------------------------ 785 --- 175 --- 585 Anandnvi -------------------- 765 --- 180 --- 689 Prophet --------------------- 750 --- 248 --- 700 Jdaasoc --------------------- 680 --- 246 --- 474 jhg_in_ kc ------------------ 700 --- 210 --- 625. Capt rocky 1 ---------------- 942 ----123 ----899 siliconinvestor.com