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

To: Gary Ku who wrote (5085)	6/25/1998 12:28:00 PM
From: REH	Read Replies (2) \| Respond to of 93625

Gary: guess all these guys are real dummies???? Rambus Rising by Sean Donahue 3:15pm 23.Jun.98.PDT Rambus (RMBS) shares rose for a second day of 20 percent-plus gains amid optimism that testing of the firm's computer memory technology by Intel, Toshiba, and others will lead to significant future profits. Rambus shares jumped US$11, or 23 percent, to $57.50 on the Nasdaq. Those gains followed Rambus' $7.69 gain on Monday, an increase of 20 percent. The firm said Monday that Intel (INTC), Toshiba, and LG Semicon Company are testing devices that use Rambus' Direct Rambus DRAM -- a technology that speeds up the transfer of data between a computer's memory and its processor. Also yesterday, Dell Computer (DELL) and Compaq Computer (CPQ) said it would include the Direct Rambus technology in its PCs starting in 1999. The announcements indicate that Rambus is slowly setting the de facto standard in the PC memory market. "It's a real endorsement of Rambus' technology," said Robert Fagin, an analyst with CIBC Oppenheimer. Rambus, a Mountain View, California, company, designs electronic devices that increase the flow of data between memory chips and processors inside a PC. Its products unclog a bottleneck that until now has kept memory chips a step behind today's speedy microprocessors. Rambus makes money by licensing its technology to other companies, including eight of the top 10 semiconductor manufacturers. Seven of the top 10 PC makers also include Rambus products in their systems. Analysts said they expect more product testing agreements in coming months. "This is only the start of the good news," said Robert Chaplinsky, analyst at Hambrecht & Quist. "All memory roads lead to Rambus right now." Rambus has a history of sudden stock surges followed by precipitous drops. This time it might be different, analysts said. Future company announcements likely will bolster some investors' belief that Direct Rambus DRAM will capture a significant portion of the PC memory market, estimated to top $30 billion in 2000. ---------- Run for cover or cover your shorts - just a friendly advise reh