Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wily who wrote (12711)	1/9/1999 11:26:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

wily, Memory chips: The battle for control of the Hyundai-LG Semicon merger will go on for months, but Hyundai will end up running the new business. Yet the company won't cut enough of the fat to stay competitive, and profits will elude it and most other DRAM suppliers for much of 1999. The reason: Despite production cutbacks-and promises of cutbacks-OEMs should enjoy a plentiful supply of parts, Rambus or otherwise This seems rosy, but this comment I sort of discount because it is too broad a swipe at a much more complicated issue, no facts to back it up...Reminds me of that song "Don't worry, Be happy" MileHigh

To: wily who wrote (12711)	1/9/1999 5:32:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

wily, Rosy enough? Message 7186337 Intel is shipping prototypes of its Camino chip set in the current quarter, and the major PC OEMs are expected to have systems on the market by the third quarter that match the 0.18-micron Katmai processor, Camino and RD-DRAMs. Intel, Rambus and some of the more bullish analysts are predicting that about 250 million units of the Direct RDRAMs will ship in 1999. I would rather believe what Intel and Rambus are saying than what some other source says. JMO. BWDIK. Barry ps - In October I replaced my 486 with a PII and couldn't be happier with what it can do . The 486 and the PII are now networked in my home office. I can't wait until October when I can buy myself a PIII-Camino-Rambus setup and retire the 486 to the closet. This is just a glimse of some of the pent-up demand that exists out there.