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

To: richard surckla who wrote (21104)	5/29/1999 4:27:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

richard, i saw that. we discussed it here briefly. samsung stated in the past few days that they have the production capacity to fill the entire worldwide rdram demand for 1999. the projections we have seen call for samsung's rdram production to step up from 500,000 per month to 5,000,000 per month starting tuesday. that will certainly provide us with sufficient volume for the september rollout. have you ever seen a rmbs article by magee or the register that wasn't slanted negatively? i've spent some time on the ibm site today. a few pleasant surprises. with the exception of a coupla amd based aptiva models , the rest of of ibm's pc's including the other aptiva models, all of their s-model pc's, most thinkpads including the top models, their business pc's both models 300pl and 300gs and their small business pc the 300gl, and the business thinkpads and ultrathin thinkpads are intel based. they all say intel inside. intel has said they will only support rdram and not support pc133. amd has said they are going to rambus. i don't see any way for ibm not to use rambus. maybe ibm won't produce rdrams. i don't recall them ever saying they would(as milehigh pointed out). but, as stuart said, that doesn't mean they won't use rdrams in ibm pc's. many memory mfrs do not make pc's. and, most pc mfrs do not make memory. they can be mutually exclusive. could this be ibm's little shot at intel for threatening to go into the pc business? don't recall ever having them, but with four aces i'd keep raising! unclewest

To: richard surckla who wrote (21104)	5/29/1999 5:03:00 PM
From: Zeev Hed	Respond to of 93625

Richard, that is what I meant by "when the TA and the FA do not jive, listen to the TA", I even asked if INTC is planning more delays, well, as usual someone must have known before us. I think, however, that we have to keep in mind that even if only "small" quantities of parts are viable, the presence on the shelves of RMBS driven PC will have a strong positive psychological effect on the stock, and announcement of launch of such products by the box maker will be the trigger for recuperation rather then massive royalties. These will come sooner or later. The real question is whether there are any indications at all that RMBS is not going to be a guest at the PC box makers's table. If I had any believable indication that this is indeed an option, my long term enthusiasm may be drastically affected. Right now, I have none. Zeev

To: richard surckla who wrote (21104)	5/30/1999 10:38:00 AM
From: richard surckla	Respond to of 93625

Price cuts... May 30 - Sunday Shopping Watch. This Sunday we are looking at a mixed bag of items. Intel has been steadily decreasing the price of its Celerons and slower Pentium IIs. An example of the falling prices can be seen in CompUSA's advertisement of a Packard Bell 400 MHz PII system with 15 inch monitor and inkjet printer for $1,000 and HP's PII 400 MHz with the same features for $1,400 at Circuit City. The Pentium II is at a good price/performance point and we think they are a much better investment than the new PPGA format Celerons. You should be able to upgrade any new Pentium II 350 MHz (or faster) system to a Pentium III (enquire about this before you buy). With a PPGA Celeron you can only upgrade to newer Celerons. Please see our article, "Intel Pentium III vs. The Other Guys" for more information on the Intel Celeron, Pentium IIs, and upgrading. In the Pentium III arena, you can buy a scaled down HP 450 MHz PIII with 15 inch monitor for $1,699 at Circuit City, a decked out Compaq 500 MHz PIII with 17 inch monitor for $1,899 from Best Buy, or you might want to take a look at the HP 550 MHz PIII with similar features plus an inkjet printer for $2,999 at CompUSA . < Quite a price difference between the 550 MHz and 500 MHz PIII CPU. > Interesting peripherals advertised this week include an 18 GB Western Digital hard drive ($349 after rebates) and a Castlewood 2.2 GB external removable media drive ($199) from CompUSA.