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

To: Alan Hume who wrote (14718)	1/30/1999 10:28:00 AM
From: MileHigh	Respond to of 93625

Alan, No one has mentioned the flap that Intel has gotten into with the PIII-- security id issue. Now some personal freedom group wants the FTC to investigate INTC. This is not good PR nor does it hasten the PIII release. MH

To: Alan Hume who wrote (14718)	1/30/1999 10:44:00 AM
From: MileHigh	Respond to of 93625

Alan, Check out the comment about half-way down. So much for Alpha chips this year supporting RMBS, is that how you read it? February 01, 1999, Issue: 1046 Section: Systems & Software Unit aims to bring Alpha motherboards to mainstream -- Samsung group to ride Slot B Rick Boyd-Merritt Concord, Mass. - Alpha Processor Inc., a subsidiary of Samsung, will roll out its first Alpha motherboards using core logic from Compaq Computer Corp. today in the first leg of its plan to bring the Alpha processor to mainstream markets in North America. Later this year, the company plans to launch four other motherboards, all of which will support the Slot B processor interface defined by Advanced Micro Devices Inc. for its K7 X86-clone CPU. "From here on out it will all be Slot B," said Y.J. Kim, director of product marketing for Alpha Processor Inc. (API). Systems are being designed around core logic from Compaq, API and a chip partner yet to be named. AMD licensed the Alpha EV-6 processor bus for use in its K7, designed by a team that included former Alpha engineers. AMD married the Alpha bus to the mechanical form factor of Intel's Slot 1 interface for its Pentium II processor cards to create the AMD Slot B. The common Alpha/K7 interface opens the door to chip sets and motherboards that could interchangeably use K7 or Alpha processors. An API spokesman said engineers from API and AMD are exploring the technical merit of such designs but have not committed to them. For now, API is pursuing selling processors and systems that top the speeds of PC CPUs and buses, but hit lower costs-$10,000 to $15,000 to start and under $5,000 later, said Kim. The API motherboards will not support Rambus until next year. However, it is believed some of the systems set to ship in 1999 will support double-data-rate SDRAMs. The Compaq three-chip set in the AlphaPC 264DP boards supports single- or dual-processor systems on an 83-MHz system bus, along with two 33-MHz, 64-bit PCI slots and up to 4 Gbytes of SDRAM. Peak transfer is 2.6 Gbytes/second. Compaq today will roll out at least two systems-a workstation and a server-using the same core logic (see related story, at right). All use 500- and 600-MHz versions of the Alpha 21264, also known as the EV-65, which API said it is shipping in production volumes. API will price its boards from $2,643 for a single-CPU daughtercard with 2 Mbytes of L2 cache to $5,757 for a full motherboard with one CPU daughtercard sporting 4 Mbytes of L2.

To: Alan Hume who wrote (14718)	1/30/1999 6:08:00 PM
From: jmanvegas	Read Replies (1) \| Respond to of 93625

Hi Alan: Been reading all the posts and going over some of my ramblings. All positive news appears to be coming out of Asia, annual meeting, etc. - yet the stock price has diverged from the semi manufacturers, chipmakers, an IP company such as AWRE, tech stocks in general. Now if there is a move to take RMBS down to the 200 DMA near its old breakout point of 68-72 and that's the end of it, great - the price will consolidate and eventually move on to higher ground. Everyone will be happy that the damage will be contained at that level. But I'm not so sure. I don't trust management from any company that pulls bogus stunts by issuing a warning, halting a stock from trading, and doing it after the close. Now I could be wrong - Tate & company could be the greatest thing since ice cream or they could have their own agenda which is being kept secret from the general investing public. All I know is that the warning was announced and the stock price managed to trade between the mid 80's - low 90's before the daytraders and shorts jumped all over this stock to take it down to 75. But the flat earnings news was factored into the price last week when it was trading between 84-91. So what else is on the horizon that none of us know about, except management and they won't tell, that is propelling the stock price down to its 200 DMA when other related tech stocks have chart patterns that look totally opposite. Something's fishy or I am so way off base that I should just go the Bellagio Hotel, drink a couple of bottles of wine for everyone on this fine thread, and go to bed. Again, just taking a precautionary stance. I am long this stock, just hate glaring divergences. jmanvegas