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

To: unclewest who wrote (17543)	3/21/1999 6:10:00 PM
From: Richard Ruscio	Read Replies (1) \| Respond to of 93625

Dear Uncle, Another way to look at this RMBS thing: What happens if they CANNOT get the whole sthick to work in production ? 1) Intel drops like a big stone in deep water - they NEED the speed. And, that few hundred million they throw around is BIG money when it's just scrap. 2) You can expect the real faster / smaller cool computer toys - like PlayStationII, and a lot of video/network gear - to be delayed by a year or 3. 3) You can expect the stock values of the SOX to drop like a rock. I'm pretty sure we've got all the capacity for 100 or 133 ram we need, and if we don't need faster CPU's because of the memory bottlekneck, we won't buy the fabs to build them. Not to mention all that RMBS support work. 4) You can expect RMBS the stock to drop slowly - you know 4 or 5 points a day for a week or two. I don't see it yet. I'm patient. rr p.s. After the first 300-400 points of the run, then you expect it to REALLY take off. Man, I'd love to go drinking with you ... You sound like a lot of fun. rr

To: unclewest who wrote (17543)	3/21/1999 9:20:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

this is a quote from one of the news releases on that big post... Orologic solutions feature several high-speed WAN market "firsts," including an AAL-5 SAR, Guaranteed Frame Rate service, carrier-class OAM capabilities, protection switching, dual leaky bucket policing, dual leaky bucket shaping, a multi-layer decoder/forwarding engine, and interworking functions all operating at wire speeds of 2.4 Gbps (full duplex). Additionally, Orologic is the first to implement the optimum Earliest Deadline First (EDF) scheduler, which allows switch suppliers to provide individual rate and delay (QoS) guarantees to up to 256K individual sessions with per- session queueing. Packet memory with up to 1 million buffers and a large portion of the session control memory are implemented in RDRAM using two Rambus interfaces thereby significantly reducing the total system cost. i need some help. i already threw all my leaky buckets away. dave, timothy, bernard, woodside et al, please do not try to explain this to me. sorry, but i never understand the explanations. i need a different kind of help. can someone suggest another stock to research? something in plain ole street talk. maybe a gun or fishin reel company. how about it rocky? if not, i'll be at the beach tomorrow. unclewest hi jeff!