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

To: Dave B who wrote (15591)	2/14/1999 11:52:00 AM
From: unclewest	Respond to of 93625

dave, excellent perspective. someone once said, "a little knowledge is a dangerous thing".

To: Dave B who wrote (15591)	2/14/1999 12:04:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Dave, First off, I agree that "at the consumer level" they will not know about the current 600 MHz/800 MHz deployment issue. But I do not think it is that simple- it might turn out to be that simple, but the real issue is will the OEM's embrace the 600 MHz "lite" product in a big way!? I don't know. I agree that a lot of progress has been made in putting the infrastructure in place to produce RDRAM-- going forward though, the real determinant of success or failure will be OEM support and emphasis-- the consumer sort of just buys what is out there (for the most part). Again, just because a company signs a licensing agreement does not mean they will concentrate "the bulk of their resources" on RDRAM deployment. They very well may do just that, they very well may not. I think people miss this point. INTC is not only a lock but a given- we all know this. Agan, not saying it won't happen, just concerned that the longer deployment drags on, the better chance a competing technology could get a foot in the door! Regards, MileHigh/Long

To: Dave B who wrote (15591)	2/14/1999 12:19:00 PM
From: abuck95	Respond to of 93625

Good point Dave. I am getting that ugly feeling like Mile for the short term though. Does anyone remember the SEC filing concerning employees 401K and the base price involved. I believe it was oct. or nov. It would make me feel better if Tate Farmwald or Davidow would show at least a small show of support by purchasing at least a token amount of shares on the open market. Note to Mike Farmwald - Mike come on guy you have sold enough, you have proven you are a smart investor with your PNDA short. How about a show of support for the faithful. Note to Geoff Tate - Ditto Note to William Davidow - Help! Bill couldn't you part with enough of your profits from POWI to make a small endorsement of faith for the sake of investors and employees.

To: Dave B who wrote (15591)	2/14/1999 1:46:00 PM
From: Zhongxin Wu	Respond to of 93625

Hi everyone on board, I spoke to Mike Edelstone at Morgan Stanley and here is what I learned: 1. INTC and all the DRAM makers are on board to produce RDRAM chips. It is going to happen with 100 % probability, not 99.9%. Computers with 600 mhz version will be shipped as early as June and 800 mhz in Sept. 1999. 2. The DRAM market shrank to $ 14 bln in 98 from $ 45 bln in 95. But he thinks it will expand to $ 50 bln in 5 years. RMBS can make $400 mm in rev and $200 mm in profit ( $8/shr ) (assuming RMBS chips will be half of the total DRAMs then). He thinks that he is being conservative. 3. It is very difficult to INTC to switch to a new technology because a lot of it is being designed to its new chips. IBM etc. is supporting other standards, but it only has less than 2 % of the market, not a serious threat. I am somewhat surprised at the total DRAM market being only $14 bln. Even if the total market only grows to $25 bln, RMBS can still at least make $4/shr and it is still a cheap stock. Let's just watch what happens. Cheers ! Jason PS. I am currently long RMBS