Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: unclewest who wrote (17440)	3/18/1999 12:04:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

rmbs up on very low volume. that is usually a good sign for rmbs. merrill guy on cnbc heavily promoting intc a little while ago.

To: unclewest who wrote (17440)	3/18/1999 12:11:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

from another thread.. intel previews xeon p3 @ 800 mhz at CeBIT See www.theregister.co.uk/semi.html for details. Appears that their aggressive speed ramp creates more urgency in achieving a timely rollout of direct RDRAM. Yesterdays anouncement by Samsung that 256Mbit RDRAM will complete development next month, about 6 months ahead of earlier projections, also may turbocharge the bus. Samsung projects a 24 billion dollar market for the 256 Mbit in 2002. Cowens Drew Peck has forecast that cost premiums associated with RDRAM will evaporate as 256 Mbit chips become dominant leading to the complete conversion of the market to RDRAM. Aggresive moves by Intel and Samsung will propel Rambus earnings once rollout occurs. Peck's EPS forecast is $4.00 in 2001. Don't know what his projection is for 2002 but with Sony , Intel, and Samsung accelerating things its probably above $10.00.