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: MileHigh who wrote (14937)	2/2/1999 11:36:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Mile, >>His 12 month price range is $110--do you sell there?<< That's my point, he's saying "accumulate" RMBS at this level. Surely he realizes that with the float and the already established shareholder base, FEW will be accumulating RMBS in the 70's, any buying pressure pushes the stock much higher. I just think that based on what we KNOW, he can't realistically maintain his $110 price target, the way RMBS moves, it could be there in 2 months. So I'm questioning whether there is further positive information that will allow him to revise his estimates upward. I find it hard to believe that RMBS will dutifully respond to his price targets again. WS rarely allows a repeat of the same dance. bp

To: MileHigh who wrote (14937)	2/2/1999 11:42:00 AM
From: REH	Read Replies (1) \| Respond to of 93625

from the MS report: Due to the difficulty of delivering the speeds neccessary to support Direct Rambus DRAMs, we believe Intel has encountered normal engineering issues in its attemt to ready its 820 chipset for volume production. Initial samples of the 820 were available at Comdex in November, 1998, and we still believe Intel is on track to introduce a version of the chipset that will support 600MHz versions of Direct Rambus DRAMs towards the end of the second quarter. However, we believe difficult technical hurdles will likely cause upwards of a three month delay in Intel's ability to deliver a version of the 820 chipset to support the full Direct Rambus DRAM spec of 800 MHz. We believe the delay in the chipset that will support 800MHz versions of Direct Rambus DRAMs is the second slip in the overall chipset schedule, and we now expect it to be officially introduced in the third quarter. However, we believe PC OEMs that traditionally act as an early adopter of Intel technology will introduce Rambus-based PCs when Intel introduces its 533 MHz Pentium III in June. Although these systems will not offer the full bandwidth benefit inherent in the Rambus memory architecture, we believe that PCs with 600MHz versions of Direct Rambus DRAMs will offer twize as much bandwidth as PC100 versions when they run bandwidth intensive applications like video and 3D graphics. We expect Intel to offer the next public update of it Rambus development efforts during its Developer Forum on February 23-25 in Palm Springs, CA. From a long term perspective, we believe there is little risk of not seeing the widespread adoption of Rambus DRAMs. However, the complexity of the initial deployment of Direct Rambus DRAMs and Intel's mixed track record of delivering chipset solutions on a timly basis will continue to remain a near term risk during the remainder of 1999. While we believe that our current earnings estimates remain achievable, they will likely be at risk if another slip in the schedule occurs, since we do not believe Intel and leading PC OEMs will attemt to introduce a hot new technology like PC-based DRAMs for the first time during the critical holliday season selling period. MS semi-conference: March 8-10 reh

To: MileHigh who wrote (14937)	2/3/1999 2:38:00 PM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Hi Mile, (late reply) "His new 12 month price range is $110-- do you sell there? " I have made repeated postings on this thread, all with the same basic message : Edelstone is a cheap Charlie, a sht, a shalaton and many things else which I can't spell. Once again, he KNEW when he downgraded RMBS last month about the Caminio delay, all he wanted was to create a new entry point. Now he has the audacity to call for $110 by he years end. What will this cheap sht do in July when RMBS hits $110 again? Downgrade us because we have met target? It is beyond my comprehension that the SEC allows him to get away with such manipulation. Alan