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

To: REH who wrote (6010)	8/1/1998 1:22:00 PM
From: Estephen	Respond to of 93625

wall street journal 7/31 - I'm not sure if this came out in the evening of morning edition. Hopefully the evening after the market closed. The Wall Street Journal Interactive Edition -- July 31, 1998 Rambus Sees Its Products Becoming Standard in PCs Dow Jones Newswires SAN FRANCISCO -- Rambus Inc. sees its technology being incorporated into most Intel Corp.-based personal computers over the next few years, said Geoff Tate, chief executive. In 1999, Rambus's high-speed memory technology will be in high-end PCs running Intel chips, Mr. Tate said at the BancAmerica Robertson Stephens Semiconductor Conference. By 2001, all Intel desktop PC chip sets will use Rambus technology, which accelerates the speed data is transferred between memory chips and processors, he said. Presently, 14 DRAM, or dynamic random-access memory, chip companies are making Direct RDRAMs using the company's technology, with one set for production this year and all to enter production by 1999, Mr. Tate said. Some industry projections show Rambus technology having 50% share of the DRAM market by 2001, up from 1% today, the company said. The climbing share will bring a higher operating margin at the company, said Gary Harmon, chief financial officer. Mr. Harmon said he expects royalty revenue to go up in fourth quarter but contract revenue to go down. Rambus earns royalties when customers sell chips using its technology. Contract revenue comes from license and service fees. Mr. Tate also said he is confident his technology outperforms competing technologies, including SyncLink, and that a new silicon supplier would be announced shortly. Return

To: REH who wrote (6010)	8/1/1998 5:06:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 93625

Think sentiment is bearish enough yet? Read these "advisors" A Sampling of Advisory Opinion By EDITED BY KATHRYN M. WELLING HSBC Economics & Investment Strategy Thames Exchange, 10 Queen St. Pl., London EC4R 1BQ JULY 20 ~ The world economy is in an intensely dangerous phase. Deflationary trends are evident in both Japan and China, while the recovery of the smaller Asian countries after last year's crisis will be heavily dependent upon the growth of net exports to the West. This is bound to put intense pressure on Western prices. If price deflation were to appear in the West, and especially in the U.S., the consequences for financial markets would be momentous, with interest rates and bond yields moving lower but equities under severe threat. -ROGER BOOTLE The Mercer Report 75 W. Front St., Red Bank, N.J. 07701 JULY 23 ~ Seven mega stocks, Cisco, Coke, Dell, Lucent, Microsoft, Pfizer, and Warner-Lambert are responsible for one-third of the S&P 500's advance year-to-date. All of them possess P/E ratios greater than 50. This focus on so few has all the trademarks of a speculative bubble. Does anyone remember what happened to the Nifty 50 of the early 1970s? -HENRY D. MERCER III Carolan's Spiral Calendar P.O. Box 41, Gainesville, Ga. 30503 JULY 22 ~ It's over, finished, kaput. For nearly six years, Calendar Research has maintained that late July 1998 is the most important time period of the decade for the U.S. stock market. For two years, we have argued that this time period may mark the end of the great bull market. Now we believe that the DJII and S&P 500 Index tops of July 20 and the Nasdaq Composite top of July 21 are that important turn forecast so long ago. -CHRISTOPHER CAROLAN Mogambo Guru 9241 54th St. N., Pinellas Park, Fla. 33782 JULY 21 ~ ''Investors'' pushed the P/E multiple for the S&P 500 over the 30 mark for the first time in history. No wonder the Wall Street flacks are busily pushing the New Era myth that ''valuations don't matter anymore.'' This preposterous valuation is so far into the Twilight Zone that I expect to see Rod Sterling standing in the corner of the NYSE, intoning something sinister and mysterious into a camera. -RICHARD DAUGHTY The Lancz Letter 2400 N. Reynolds Rd., Toledo, Ohio 43615 JULY 21 ~ We feel the prudent thing to do is to start taking profits in the highflyers (old favorites that have done so well) while nibbling on the unloved energy sector. -ALAN B. LANCZ Prudential Securities' Portfolio Comments 1 Seaport Plaza, New York, N.Y. 10292 JULY 22 ~ It's very unlikely we're going to get many more good earnings stories to broaden the stock market's leadership. I see much volatility in the second half as optimism on Asia, prompted by policy moves, wars with economic reality for investor sentiment. I doubt that investors will begin discounting cyclical earnings recoveries in 2000 any time soon. -GREG A. SMITH Investors' Intelligence 30 Church St., New Rochelle, N.Y. 10801 JULY 24 ~ With more than half the NYSE stocks below their own 10- and 30-week moving averages, this recovery has been weaker than any of the previous ones following market setbacks. We think we will see a setback to 8000-8400. The last two weeks saw a big jump in optimism with Bulls close to a yearly high and Bears close to a six-year low. Readings are bearish. Market vulnerable. -MICHAEL L. BURKE The Presley Advisory 726 1st Ave. N., Naples, Fla. 34102 JULY 27 ~ [Barton] Biggs is wrong-buy the dip! No inflation plus Asia/GM lever on Fed equals no increase in rates. What else do you need to know now? Don't confuse profit-taking with a bear market. -BRIAN PRESLEY Primark Decision Economics 1 World Trade Center, New York, N.Y. 10048 JULY 28 ~ The very factors that can hurt the U.S. equity market this time are positive for fixed-income markets. -ALLEN SINAI Quantum Research 1274 West Pender St., Vancouver, B.C., Canada VGE2S8 JULY 28 ~ If the next rally rolls over at about a 50% retracement, the top is in.