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

To: MileHigh who wrote (17932)	3/28/1999 9:47:00 PM
From: KM	Read Replies (3) \| Respond to of 93625

This column is about Compaq but there's a little jab at Rambus near the end: (disclosure, I'm short CPQ and RMBS) Watching Compaq By James J. Cramer 3/28/99 8:14 PM ET To preannounce or not to preannounce, that is Compaq's (CPQ:NYSE) question. Compaq's meeting this week looms like a Federal Reserve session in an overheated economy. Is there anyway anything good can come of it? My answer is yes: because either way I want to buy some tech off this meeting. Everybody knows that personal computers were crummy in January and February. The fact that we have gotten this far into March without Compaq, Gateway (GTW:NYSE), Seagate (SEG:NYSE), Quantum (QNTM:Nasdaq) or any of the other parts makers blowing up may actually bode well for the group. March may have marked an upturn in the fortunes of personal computers. Plus, I am through with the days when Compaq is an adequate benchmark for personal computers. First, they bought Digital Equipment, an entirely problematic acquisition that may make Compaq less of a bellwether for the industry than it ever has been. Second, the industry itself is so fractured as to make it impossible for one to bring down all. Third, and most important, as I have said many times in these columns, tech is bigger than personal computers. It is entirely possible that things could be smoking at Lucent (LC:NYSE) or at Cisco (CSCO:Nasdaq) -- I sure hope so, because I am long the latter -- and nothing be happening at Compaq. Last week's pollution of Inacom (ICO:NYSE) and SCI (SCI:NYSE) were perfect examples of how these streams no longer determine the shape, course or taste of the ultimate tech river. In fact, it is the fault of those lazy editors who insist on using cliches like "tech heavy Nasdaq" that we are lulled into thinking that as Compaq goes, so goes the industry. We saw the absurdity of all of this mindless lumping together this week past when talking heads wrote off the industry because of blowups at Read-Rite (RDRT:Nasdaq) and Hutch (HTCH:Nasdaq). That's like saying as Vermont goes, so goes New Hampshire. (Don't you wish sometimes that you could grab these reporters by the nape of the neck and say, "Do you even know what Read-Rite does?) So, keep your mind open this week. If Compaq says things aren't so hot, maybe you should think twice before you sell your IBM (IBM:Nasdaq). And if Compaq says things are great, maybe you should think again before taking some Rambus (RMBS:Nasdaq). It's just more complicated than that. No matter what the press may tell you.

To: MileHigh who wrote (17932)	3/29/1999 8:52:00 AM
From: Al Serrao	Read Replies (1) \| Respond to of 93625

MH, at best these are judgements we have to make. But now lets look at what's going on. Here we are with one of the leaders in new technology with a very high PE. Suddenly the the stock starts falling and the short interest triples. The stock can't do anything right. The shorts now have a lot of risk even though the stock has come down from 109 to 61 they are stuck especially if they're late to this game. Since they have not covered, they have to resort to other means. All I'm saying is, don't be surprised if we see some negative articles repeated over and over in coming weeks. P.S. By the way I held on to BA and did very well. I'm just sorry I didn't buy more when it came under attack.

To: MileHigh who wrote (17932)	3/29/1999 9:25:00 AM
From: REH	Read Replies (1) \| Respond to of 93625

WINTEC INDUSTRIES ANNOUNCES SUPPORT FOR DIRECT RAMBUS(TM) Memory Modules (RIMMs) Memory Industry Leader to Begin Shipping Modules in Q2 1999 FREMONT, Calif., March 29 /PRNewswire/ -- Wintec Industries, a leading memory manufacturer and computer products distributor, today announced support for upcoming PC platforms and networking hardware utilizing Rambus(R) memory technology. Beginning in the second quarter of 1999, Wintec will have engineering samples of Direct Rambus memory modules (RIMM(TM)) available for PC motherboard manufacturers, PC system manufacturers (OEMs) and other technology companies that are developing Rambus-enabled products. At Wintec's state-of-the-art, IS0 9002 certified facility in Fremont, California, the company is ramping up manufacturing capacity for RIMM modules. As the adoption of Rambus systems accelerates, Wintec will have volume shipments ready for OEMs and resellers. Wintec's 45,000 square foot facility has been outfitted to support the enhanced manufacturing equipment and processes required to build Rambus memory modules. "We've built our reputation on producing a complete line of memory products with the highest levels of quality and performance. The advanced Rambus technology requires a significant amount of specialized equipment, as well as engineering expertise, and Wintec has both," said Simon Chen, VP of Engineering & Manufacturing. "Our RIMM modules will carry the same product quality and reliability, and will be delivered with the excellent service that our customers have come to expect." Direct Rambus is a new memory technology developed by Rambus(R) Inc., and adopted by Intel(R) to be the memory technology to support systems with the Pentium III-processor. The next generation of high-speed, high capacity memory modules, RIMMs are capable of achieving a peak transfer rate of up to 1.6 GB per second, thus a 64MB system using Direct Rambus can potentially deliver three times the throughput of a 64MB system using 100MHz SDRAM. Direct Rambus technology delivers the performance, capacity and value users need to meet today's bandwidth-hungry applications. Wintec sees the opportunity and applications for Rambus technology growing. "In addition to PC applications for Rambus modules, we also see interest coming from a broad spectrum of customers for a variety of applications such as telecommunications and networking," commented Brian Elliott, Wintec's Director of OEM Sales. reh