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

To: REH who wrote (9797)	11/17/1998 10:35:00 PM
From: Gary Wisdom	Respond to of 93625

REH, while it is difficult to predict Rambus's stock price movement with any accuracy, today's action did nothing to assuage my conviction that we are headed higher. The chart still looks really good and Rambus is just beginning an upward move on the stochastics. With that said, I agree that it never hurts to take a little profit. <ggg>

To: REH who wrote (9797)	11/17/1998 10:52:00 PM
From: MileHigh	Respond to of 93625

REH, Are you still covered or did you close your short call position? MileHigh

To: REH who wrote (9797)	11/17/1998 11:14:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

REH, "IF" this turns out to be true, don't say I didn't tell you so more than once last week. Below is a YHOO post that documents a supposed email reply from Matsushita (parent of Panasonic) on RDRAM usage inside the Panasonic/CPQ PC TV venture. I have then posted original article that peeked my interest... MileHigh --------------------------------------- dailynews.yahoo.com _1.html I just received a return email from Matsushita's public relations. Since it's difficult to take my word, feel free to contact them. It reads: The Video decoder chip used in the PC DTV solution uses three 16 Mbit Concurrent Rambus DRAMs leading to a reduction in number of memories used. Thanks for your interest in our technology. > -----Original Message----- > Subject: Question regarding your new line of DTV decoders. ---------------------------------------------------------------- Wednesday November 11 4:52 PM ET Panasonic and Compaq offer digital TV tuner SECAUCUS, N.J. (Reuters) - Panasonic, one of a handful of major suppliers of high definition television equipment, and Compaq Computer Corp. (NYSE:CPQ - news), the world's largest global supplier of computer systems, this week launched the first digital television tuner-decoder for personal computers. he two-card device enables computers to receive, decode and display digital television signals on the screen of a PC. Broadcasts of High Definition and digital TV signals began in major markets around the country on November 1. The companies said the tuner will initially be marketed by Panasonic to the television broadcast industry. However, as the market develops for high-definition television (HDTV), a Compaq spokesman said the company will offer consumer-oriented turner products. ''Digital television for PCs will probably be available to the consumer market a year from now, maybe sooner,'' said Sai Naimpally, vice president of Panasonic's Digital Technology Laboratory. The measured approach reflects Compaq's belief that the market for interactive television will only fully blossom as high-speed Internet access connections become more widespread. Already, Compaq offers television tuner equipment as an option on its existing PC line-up, but has retreated from an earlier push to put TV tuners in all of its computers. The company pulled back after it found that demand for interactive TV features were slow to develop among consumers who buckled at paying the additional cost, analysts have said. Panasonic does not expect the device, which will cost between $800 to $1,000 per unit, to compete with HDTV television sets, which can cost between $7,000 and $10,000, or more. ''We don't think of them as competing ... people have televisions in their homes and computers in their homes,'' Naimpally said. Panasonic, the North American marketing channel for Japanese electronic components manufacturer Matsushita Electric Industrial Co. Ltd., was the first company to launch an HDTV television in August and a tuner-decoder box in October. (Reuters/Wired)