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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: John Graybill who wrote (43196)	2/23/1999 2:58:00 PM
From: John Graybill	Respond to of 53903

Analyst Charles Boucher tells salesforce recent talks with industry contacts, DRAM vendors has strengthened conviction that DRAM recovery has staying power This just occurred to me: did he actually ask anybody at Micron?

To: John Graybill who wrote (43196)	2/23/1999 7:15:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

John, they sent Kip to the bench. Appleton made the presentation. It's like they rotate through the talking points they want the media to pick up on. Monty Conf. - production +35% Goldman Conf. - market share +5% (I'm still trying to figure out how 10+5=25) Robbie Stephens - any guesses? Micron Technology (MU) Chief Executive Steven Appleton said prices of dynamic random access memory chips are stabilizing. He dismissed speculation of a sharp, if temporary, price drop. Micron is six to 12 months ahead of competitors in developing 0.21 micron chips, and is starting to ramp up production of the smaller, faster 0.18 micron chips, Appleton said. cbs.marketwatch.com RMBS CEO and INTC exec. seemed to confirm that INTC is pushing back the Camino chipset to 2nd half. From TSC: SAN FRANCISCO -- Tuesday morning at the BancBoston Robertson Stephens Tech '99 Conference, Rambus (RMBS:Nasdaq) CFO Gary Harmon seemed to confirm that Intel (INTC:Nasdaq) will push back its rollout of the Rambus-based Camino chip set. "Intel has said that they will be releasing a Rambus chipset this year," said Harmon. "We think that at the Intel Developer Forum -- starting today in Palm Springs, Calif. -- Intel will refine that to the second half of the year." Camino is the singlemost important product to Rambus -- a company with a $1.8 billion market cap and, thus far, few products to its name. This was underscored by Harmon's admission that some 50 Rambus engineers -- one-third of its workforce -- are tied up working with Intel. Nonetheless, Robertson Stephens analyst Dan Niles [Who just happened to issue a glowing report on RMBS the day before, but let's not mention that] said it's not an issue. "Our view on Intel is that they slip shipping deadlines," said Niles. "So today they will put a stake in the ground on when the slip will be. This is a long-term story." As Harmon spoke in San Francisco, some 600 miles to the south in Palm Springs, Intel exec Pat Gelsinger demonstrated a next-generation system that included Rambus technology. But the real McCoy, he admitted, won't be "ramping" until the second half of the year. "We believe the full set of platform components begins in the third quarter of this year," Gelsinger said. Delays for Rambus-powered laptop computers will be even longer. "Rambus for mobile computers will be ready shortly after, or very late this year or early next year," he said... thestreet.com Also, who's responsible for naming INTC products? Memo to V.P. of Marketing: Product names should not remind people of bad 70's cars. The El Camino - insanely dumb vehicle. Not a pick-up, not a car. Just dumb. Immediately review all design names looking for any remote likeness to "Gremlin" or "Pacer". Good trading, Tom