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

To: Steve Lamont who wrote (19105)	4/22/1999 11:00:00 PM
From: Robert Jacobs	Respond to of 93625

Seems to me that RMBS will now have to compete on the merits of its technology rather than intel sponsorship alone....probably a healthy turn of events as it will make RMBS more aggressive in developing it's RDRAM product and other products. This does NOT mean Intel is backing away...it is just saying may the best man win...and based on all the RDRAM makers that have heavily invested in RDRAM, RMBS still looks like a big winner... This, IMHO, is the last shoe to drop...so we ease tomorrow and then start the slow climb to a very health return in a few years. For what it's worth, I'm taking RMBS off my screen...I plan to tuck my 7k shares that I bought in the 70's to bed for a nap...and rouse them two years from now to see whether there should be some sales. Investing is not easy...and that is why there is a buyer for every seller.

To: Steve Lamont who wrote (19105)	4/22/1999 11:02:00 PM
From: Tenchusatsu	Respond to of 93625

<Intel's memory plans are even more flexible than Otellini was willing to state at the meeting, says CS First Boston analyst Charles Glavin. His sources in the memory industry say that Intel's new chipset, now called 810E, will support PC-133 DRAMs -- the next generation of SDRAM that is regarded as a Rambus alternative. This chipset will support Intel's entire line of chips from the low-cost Celeron to the high-priced Xeon, Glavin says.> I wouldn't worry too much about it. PC133 SDRAM is a stopgap solution, in my mind. It's only slightly better than PC100, but it is necessary for Intel to move to a 133 MHz processor bus. Also, Intel needs both a 133 MHz processor bus and PC133 SDRAM in order to support the new AGP-4x standard. Perhaps Intel is figuring that the whole world doesn't need to move to RDRAM as quickly as possible. I still think it will happen, just not as soon as I originally thought. As for the 810 Whitney chipset, I knew that there was an 810E derivative being released sooner or later, but I didn't know that this will also support other processors besides Celeron. (For those of you who didn't know before, the 810 Whitney chipset integrates an AGP 3D graphics engine in order to save PC component costs. I know the 810 itself is geared toward Socket 370, i.e. Celeron.) I'll try and find out more. Tenchusatsu

To: Steve Lamont who wrote (19105)	4/23/1999 1:03:00 AM
From: Estephen	Respond to of 93625

MB with street.com had to stay late tonight to cobble together her negative spin and opinion rehash in order to get it out for public consumption before the market opens. She's been talking down at every opportunity, it doesn't bother them one bit it they have to make it up. Intel has always had plans to support sdram with camino chip set since a year ago last feburary when they announced it. Nothing new in the article regarding rdram.

To: Steve Lamont who wrote (19105)	4/23/1999 1:31:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Folks, Just don't be blind to everything. I am not saying "Marcy is right" or that "RMBS is a dog" because I am out, what I am saying is try not to let your position cloud your judgement. Think about the many issues that developed slowly and no one put any credence in them initially and they then turned out to be true, i.e., the growing concern about capacity constraints last Fall. Everyone discounted that but it did, in fact, become an issue... Again, the long time posters know what I am trying to say, at least I hope they do. I am not being negative on RMBS, but it is hard for all of us to think rationally when we have big positions on the table. Good Luck! MileHigh