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

To: Tom Gebing who wrote (16612)	2/24/1999 3:26:00 PM
From: jopawa	Respond to of 93625

According to my calculations, all the analysts that follow RMBS have weighed in during the last 4 days. Let's hope they haven't used up all their juice, though realistically all they can do now is re-it or downgrade according to price. John

To: Tom Gebing who wrote (16612)	2/24/1999 3:48:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Tom, Thanks. This paragraph was the one I found to be the best news (plus the estimated earnings for 2000 at $1.40 which is $.21 higher than the highest estimate listed in the First Call Earnings Estimate report that Schwab sent me yesterday): Overall, Intel reiterated both its short and long-term commitment to transitioning the PC industry to RDRAM as the only next-generation PC main memory standard. The company reiterated its rationale for choosing Rambus over the competitors, including DDR and 133 MHz SDRAM. In Intel's opinion, only Rambus has the technology headroom, the system performance and the system cost characteristics to be the right choice as the primary next-generation PC main memory architecture. Dave B

To: Tom Gebing who wrote (16612)	2/24/1999 4:16:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Tom, Actually, it's a tie. This is also great news: Intel still expects the mainstream PC segment to be fully converted to RDRAM by Q3 2000. Following this is the mobile mainstream PC segment which is expected to be fully converted by Q2 2001. Finally, the value PC segments are expected to convert throughout 2001. Dave