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

To: Sam P. who wrote (15536)	2/13/1999 8:04:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

That article just ruined my morning. I am sure all the bulls will come out and tell me nothing is wrong. RMBS, Intel and Samsung explaining away,- but, but, but, but. Give me a break! MileHigh

To: Sam P. who wrote (15536)	2/13/1999 8:16:00 AM
From: Gary Wisdom	Respond to of 93625

This "news" is old news. While just reported by this publication, someone posted this news early in the week. Should have zero effect on the stock price at this point. As Edelstone said "this delay has now been factored into the price of the stock". Technically, until Rambus can get over the 13 dma, it is weak. As it remains weak, the 13 dma keeps getting lower and lower and right now is a little below $76. Thus, a close above $76 next week should reverse this trend. And, as this stock is followed by many technical traders, this should at least give us a short term lift. Of course, the operable word is "should". <ggg>

To: Sam P. who wrote (15536)	2/13/1999 8:30:00 AM
From: MileHigh	Respond to of 93625

But even Intel's extensive financing may not be enough to keep the Rambus train running at top speed. One analyst said some DRAM vendors, unable to live up to Rambus' timing specifications, have informally proposed a 500-MHz version of Direct RDRAM. Smart Modular's Johnston said even 400-MHz speeds have been discussed. Regardless of the final specifications, the shift to Direct RDRAM will entail fixed manufacturing costs, giving vendors a big incentive to ratchet up their clock rates. Although pricing will depend largely on yields, vendors estimate that 600-MHz Direct RDRAM could cost only 10% less than the faster 800-MHz part. Just the facts, mam! MH