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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (464)	2/25/1999 12:16:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I would be very interested in your views of RMBS. I don't sense that RMBS will be a "one trick pony", nor do I sense that there is any serious contender for the throne to which they are about to ascend. Here is the H&Q earnings estimates: Q1 Q2 Q3 Q4 FY 1998 0.06 0.07 0.07 0.07 0.28 1999 0.08 0.08 0.08 0.09 0.33 2000 0.15 0.24 0.31 0.40 1.40 I have been lead to believe that all of the major RAM makers are putting capacity in place. The chip sets (CAMINO) for Pentium III will be a part of the INTC offering in September 99 (1 quarter late). H&Q said: 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.