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

To: MileHigh who wrote (19415)	4/27/1999 3:10:00 PM
From: Mark Rosneck	Read Replies (1) \| Respond to of 93625

MileHigh, I see a couple things going on from my perspective: 1) The infrastructure build out continues pretty much unabated. 2) The slow recovery of the semiconductor industry coupled with the delay of Camino is giving everyone a bit more time to get ready for Rambus. A bit of good news/bad news. 3) The hot box these days is the under $500 PC. These are not the technology leaders. This market is more of a fast follower so Rambus really isn't where you'd expect these guys to go right away. I think this is where a lot of the noise from the marketplace is coming from which won't go away until there's the next push for high performance. On a related topic, the chipset business is really changing with the merging of graphics and audio capabilities. Companies like VIA are now threatened not only by Intel but by the likes of ATI. Message 9159957 Bottom line is that there isn't an overwhelming, compelling need for Rambus memories TODAY and I think the players in the PC market are saying "if we survive this latest consolidation and shakeout, Rambus is great BUT we've got battles to fight today to even stay alive!" So . . . the Rambus story hasn't changed and I think a lot of this "passive - aggressive" behavioral will change once the battlefield changes back to performance from price. FWIW, Mark

To: MileHigh who wrote (19415)	4/27/1999 3:18:00 PM
From: AJ Berger	Respond to of 93625

Enhanced Memory Systems Ships High-Speed RAM Tuesday, April 27, 1999 - 12:39 CDT Enhanced Memory Systems has announced the first shipments of its 64MB and 128MB PC-133 high-speed SDRAM DIMM modules targeted at computer gamers and other high performance computer users. These new memory modules conform to the proposed JEDEC PC-133 SDRAM timing specification but provide lower latency and faster access times. The faster modules allow existing 100 MHz SDRAM motherboards to set the front side bus as fast as 150 MHz under some conditions. Enhanced Memory Systems is scheduled to provide demos of the PC-133 HSDRAM at the Electronic Entertainment Expo in Los Angeles this May. Enhanced Memory Systems is offering the new HSDRAM DIMM modules for sale to end-users and computer resellers through the company's newly launched commercial storefront. pc133memory.com this should make Intel's Camino chipset or AMD's K-7 very happy...