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

To: REH who wrote (8266)	10/8/1998 5:40:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 93625

REAMD Licenses Direct Rambus For K7 This news sure helped Rambus a lot more than it helped AMD. With all the ups and downs I've ended up with twice as much Rambus as ever before (Not as much as you REH). Maybe I can just sit still with it and go long now. TP

To: REH who wrote (8266)	10/8/1998 6:10:00 PM
From: REH	Read Replies (2) \| Respond to of 93625

The news is showing up in all media: AMD taps Direct RDRAM for performance boost By Lisa DiCarlo, PC Week Online October 7, 1998 Advanced Micro Devices Inc., on a roll after announcing an unexpected quarterly profit on Tuesday, today said it will license the Direct Rambus DRAM memory interface for future chip sets. The company's decision to use Direct RDRAM will help put its systems on par with Intel Corp.'s in terms of performance. Direct RDRAM, developed by Rambus Inc., is the successor to synchronous dynamic RAM. It is the same memory type around which Intel is designing motherboards and that it plans to support in its 1999 chip sets. According to AMD, Direct RDRAM will enable peak bandwidth of 1.6GB per second. AMD, of Sunnyvale, Calif., said that Direct RDRAM will be the main memory interface for its future PC platforms, and that it already has working samples of the chips.

To: REH who wrote (8266)	10/8/1998 6:16:00 PM
From: jopawa	Read Replies (2) \| Respond to of 93625

REH, Mile, The fascinating thing about RMBS, is the constant battle between those who don't want to miss the inevitable explosion up when it all comes together, and those who can't reconcile the relative outperformance of RMBS to the rest of techs and semis in particular. Can you imagine what would be happening to this stock price if all that was going on with RMBS was happening two years ago instead of today? bp has it pegged when she says that the fear of missing is sometimes greater than the fear of losing. It would be wonderful if everything we know will happen was moved up one year! Garbage day is tomorrow and I didn't dig out the RMBS voodoo doll, so let's hope for a relief rally tomorrow. John