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

To: MulhollandDrive who wrote (21320)	6/1/1999 4:31:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

bp, Yes, this is one trying stock. I bought more today but still have cash, so it is not the end of the world, yet. I guess that is what soup kitchens are for right? <gg> Seriously, you are a regular, please elaborate on your selling thesis. Has the story changed for you? What gives? Me selling is a common occurrence, you, that is a different story! Rgeards, MileHigh

To: MulhollandDrive who wrote (21320)	6/1/1999 5:04:00 PM
From: Boplicity	Read Replies (4) \| Respond to of 93625

You'll be sorry.. read this : Rambus Falls Amid Concern IBM May Drop Its Support Mountain View, California, June 1 (Bloomberg) -- Rambus Inc., a designer of high-speed computer chips, fell 14 percent on concern that No. 1 computer maker International Business Machines Corp. may choose a competing technology for its personal computers. Rambus fell 10 15/32 to 67 1/32 on trading of 2.56 million shares, more than double the three-month daily average. Cahners Business Information's Electronic News, citing unnamed sources, reported yesterday that IBM decided to drop support of Rambus technology in its personal computers in favor of a competing technology called PC-133. IBM said today that it plans to use PC-133 in its low-end PCs to be introduced in the second half of this year, though higher-end expensive PCs and workstations released at the same time will be based on Intel Corp. computer chips and Rambus products. ''It's no secret that IBM has been a supporter of PC-133, but they have not come out against Rambus,'' said David Wehner, a Hambrecht & Quist Inc. analyst who rates Rambus ''market perform.'' Gary Harmon, Rambus chief financial officer, said that he expects the major supporters early on will be Dell Computer Corp., the world's biggest direct-seller of PCs, and Compaq Computer Corp., the No. 3 computer maker. ''We didn't consider IBM to have considerable volumes this year,'' Harmon said. Mountain View, California-based Rambus licenses its high- speed technology to computer memory and microprocessor makers and will receive royalties once production begins. Intel Microprocessors IBM said it decided against using Rambus in some of its PCs because Rambus is an expensive technology. Intel, the world's biggest semiconductor maker, is promoting Rambus technology to the computer industry and has given tens of millions of dollars to memory chipmakers to upgrade their factories. ''We think it is highly unlikely that IBM will drop Rambus entirely,'' said Seth Dickson, a Warburg Dillon Read LLC analyst, who rates Rambus a ''strong buy.'' Intel needs to ensure that computer memory and other personal computer components keep up with the speed of its new microprocessors. It is using Rambus's technology in its new Camino chipset, which acts as an intermediary between a computer's memory and processor. Camino was set to roll out in July, but was pushed back to September, which led some memory manufacturers to support PC-133 as an interim technology and shake some investors' faith in Rambus. Robert Manetta, Intel spokesman, said there have been no announced changes in its plans for Camino and Rambus and the company expects the technology to be widely available in the third quarter. ''I think the IBM news is very overblown, and we expect Rambus to be a key technology,'' said Dillon Read's Dickson. Greg---> A buyer soon