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

To: REH who wrote (8527)	10/14/1998 1:24:00 PM
From: Roads End	Read Replies (2) \| Respond to of 93625

REH...It is interesting RMBS is moving independent of INTC today. By stating the obvious "we can't tell what business will be like in 1999" INTC shot themselves in the foot. For that matter it looks like all of technology is moving independent of INTC. STEVE

To: REH who wrote (8527)	10/14/1998 2:27:00 PM
From: REH	Respond to of 93625

MEMORY CORPORATION: Memory Corporation signs Rambus licensing deal OCT 14, 1998, M2 Communications - Direct RDAM technology, heralds a new era in high speed memory design, that allows ever increasing processor clocks to interface with new emerging PC applications (such as digital TV, video and signal processing, graphics subsystems,LAN switches and high end servers). Memory vetran Steve King recently brought in as a consultant by Memory Corporation said; "Rambus utilises a proprietory interface that allows individual devices to achieve peak rate data transfer rates exceeding 1.5Gb-per-second, this is almost 100 times faster that EDO and around 10 times faster than the best SDRAM can deliver." "By 2002 most PC platforms will exclusively support Rambus and almost every DRAM manufacturer would have moved over to Direct RDRAM. As an early technology adopter this a very exciting area for Memory Corporation and further strengthens our expertise and market differentiation." This agreement further underlines Memory Corporations stated intent to develop and license intellectual propery that provides process and design improvments for memory devices at both chip and module level. Memory Corporation CEO David Savage said; "The areas of differentiation that have remained consistently attractive throughout this current semiconductor downcycle have been in intellectual property development and in customer fulfilment. We expect to be shipping engineering samples of Direct RDRAM modules (based upon 64Mb DDRAM parts) in Q199 for customer evaluation and production later that year.

To: REH who wrote (8527)	10/14/1998 2:32:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

Apple beats estimates: APPLE REPORTS FOURTH QUARTER PROFIT OF $106 MILLION CUPERTINO, Calif., Oct. 14 /PRNewswire/ -- Apple Computer, Inc. (Nasdaq: AAPL) today announced results for the quarter and fiscal year ended September 25, 1998. For the quarter, the Company posted earnings of $106 million, or $.68 per diluted share, compared to a loss of $161 million, or $(1.26) per share, in the prior year quarter. Revenues and gross margins for the quarter were $1.6 billion and 27 percent, respectively, compared to $1.6 billion and 20 percent in the prior year. Unit shipments in the quarter increased 28 percent year-over-year, and ending inventory dropped to $78 million or six days of inventory. "Apple grew faster than the industry this quarter for the first time in nearly five years," said interim CEO Steve Jobs. "Apple is regaining operational excellence -- exiting the quarter with only six days of inventory, surpassing Dell Computer's most recently reported level of eight days." "Apple's financial position continues to get stronger," said CFO Fred Anderson. "Cash and short-term investments rose by over $300 million during the quarter, resulting in an $840 million year-over-year increase -- from $1.46 billion to $2.3 billion."