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

To: RetiredNow who wrote (2584)	12/8/1997 4:56:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 93625

$4 up? trufflette bought back her shares.

To: RetiredNow who wrote (2584)	12/8/1997 5:21:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 93625

David, Fence sitters that didn't buy before the last run from the 40s, traders realizing that RMBS wasn't going into the 40s (this trader included) and shorts that ran to cover after seeing RMBS wasn't going lower. Greg

To: RetiredNow who wrote (2584)	12/8/1997 5:39:00 PM
From: Don Westermeyer	Read Replies (2) \| Respond to of 93625

David, I don't know why its up $4. After the market closed the CFO issued a warning that slammed H+Q's analyst for his exuberant outlook. BTW - I think RMBS is a fine company and a good long term holding, but it may be a little ahead of itself. Don

To: RetiredNow who wrote (2584)	12/8/1997 9:08:00 PM
From: Louis XIX	Respond to of 93625

With Rambus one thing that is for sure... You never know what is going to happen... It's a kind of nowhere. But almost everyone agree on long term. Bye now Louis

To: RetiredNow who wrote (2584)	12/8/1997 10:06:00 PM
From: Profi	Read Replies (3) \| Respond to of 93625

Perhaps the increase is due to circulation of an old news in a new format. I am not sure if this is being done on purpose, but there was news (Dec 8 1997 3:45PM CST, Newsbytes News Network) posted at Discover Brokerage "South Korea's LG Semicon has unveiled the world's first 64 megabyte (MB) concurrent Rambus DRAM (dynamic random access memory) and announced plans to be the first to ship Direct RDRAM chips, in mid-1998. Both chips use technology from San Jose-based Rambus Inc. Mass production of the 64MB concurrent RDRAM chips will begin in January 1998 and LG Semicon said it is currently in negotiations with several leading personal computer makers to supply the memory chips." The original news was dated TOKYO, JAPAN, 1997 NOV 13 (NB), But if you just look at the title of the posting, you could have easily assumed that it happened today. Perhaps some people thought that this was a new announcement and decided to buy...!

To: RetiredNow who wrote (2584)	12/10/1997 10:26:00 PM
From: Jeff Jordan	Respond to of 93625

David Frutos on Dec 8 1997 4:20PM EST Why the 4 point increase today, folks? Monday December 8, 8:49 am Eastern Time Company Press Release SMART Modular Technologies' 128MB Modules Meet Intel's New PC SDRAM Unbuffered DIMM Specifications -- SDRAM DIMMs conform to Intel's new "PC-100" specifications -- Compatibility assured with the 440BX chipset and 100MHz memory bus FREMONT, Calif.--(BUSINESS WIRE)--Dec. 8, 1997-- SMART Modular Technologies, Inc. (NASDAQ:SMOD - news) announced today that it is currently sampling 100MHz SDRAM Dual In-line Memory Modules (DIMMs) based on Intel's new PC SDRAM DIMM specifications. The new modules are designed in densities up to 128MB, with the highest density module configured as 16Mx72 with ECC, based on 64Mb SDRAM devices. SMART's sampling activity coincides with Intel's sampling of its new 440BX chipset designed to support 100MHz bus speeds and Pentium II performance. Combined with SDRAM chips that conform to Intel's PC-100 SDRAM specs, SMART's new SDRAM DIMMs and the 440BX chipset are critical components as the PC industry transitions to SDRAM and to a 100MHz memory bus. In addition, SMART's new memory modules are designed to meet the industry's growing demand for higher densities. According to Semico Research Corporation's October 1997 report, the higher range densities of 32MB, 64MB and 128MB modules are expected to increase from 17.3% in 1997 to 62.3% of the DRAM module market by the year 2001. Bill Johnston, SMART's Vice President of Marketing, said, ''To stay ahead of our OEM customer requirements, SMART's goal is to develop memory modules that are compatible with the new memory controller requirements so that they are available for early product samples and full volume production. Intel's 'PC SDRAM Unbuffered DIMM' specifications go beyond the mechanical form factor and pinout requirements. These specs list the schematic connections, component placements, trace impedence, signal topologies, and trace length requirements for designing and manufacturing DIMMs. This new module-design guideline is also backward compatible with 66MHz SDRAM DIMMs.'' To keep pace with a 100MHz bus, SDRAMs in a standard two-bank system configuration have a maximum of 10ns to respond to either write or read requests, and 6ns for data access time. This includes slew rates, clock skews and flight times. ''This stringent timing,'' explained Feroze Khan, SMART's Director of Application Engineering, ''leaves no room for error in 100MHz operation.'' Khan added that, ''By conforming to Intel's PC SDRAM Unbuffered DIMM specifications, SMART has ensured compatibility between its SDRAM DIMMs and the 440BX chipset, motherboard, memory bus, and processor as computer designers develop their next-generation platforms. This development is designed to make sure that SDRAM DIMMs from SMART will facilitate optimum system performance.'' The 100MHz SDRAM DIMM family is priced at $8.50 per megabyte in OEM quantities. SMART Modular Technologies, Inc. is a leading independent manufacturer of specialty and standard memory modules, Flash memory cards, high performance embedded computer modules, as well as communication card solutions. SMART offers more than 500 products to leading OEMs in the computer, networking, and telecommunications industries. SMART has manufacturing facilities in California, Puerto Rico, and Scotland, a design center in India and sales organizations worldwide. More information on SMART can be obtained on the Internet at smartm.com . Contact: