RAMBUS - nach Zahlen und Charttechnik ein Kauf ??!!

Rambus keeps sliding after report

                      By Lisa Sanders, CBS.MarketWatch.com
                      Last Update: 4:10 PM ET Jul 19, 2000
                                                                                       NewsWatch
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                      MOUNTAIN VIEW, Calif. (CBS.MW) -- Shares of Rambus fell further Wednesday, one
                      day after the semiconductor-technology specialist reported third-quarter earnings that matched
                      Wall Street estimates.

                      Rambus (RMBS: news, msgs) of Mountain View, Calif., posted a
                      profit of $4.8 million, or 4 cents a share, a 138 percent increase
                      the $2 million, or 2 cents a share, it made in the year-ago period.

                      Meanwhile, revenue increased 67 percent to $17.8 million, also a
                      milestone for the company.

                      Rambus, whose stock tumbled on Tuesday with shares of most
                      semiconductor issues, said that figure includes a record $6.6
                      million in royalties from licensees for shipments of Rambus ICs
                      during the January to March period. The revenue total also
                      includes $3.7 million of deferred revenue from canceled
                      contracts.

                      Other quarterly highlights include settlement of litigation with
                      Hitachi and Dell's introduction of the first Rambus-based PC
                      below $1,500.

                      Rambus said that all per-share numbers reflect the company's
                      4-for-1 stock split that went into effect June 14.

Die 90$ werden halten........

Gruß
TGK  

Rambus wird in den nächsten Prozesorgenerationen von Intel keine Rolle mehr spielen.

Die Aktie eignet sich vielleicht kurzfristig zum zocken, mehr aber nicht.

Gruß,
J  

Intel veers from Rambus-only road map on Pentium 4
By: Michael Kanellos, CNET News.com
7/25/00 1:18:00 PM
Source: News.com
URL: http://www.cnetinvestor.com/newsitem-fd.asp?symbol=343194
Intel will come out with a chipset next year for the Pentium 4 geared to work with standard memory, the company confirmed today, a move that raises questions about the future of Rambus-based memory.

Intel spokesman George Alfs said today that the company will come out with a chipset, a crucial set of chips that connect the processor with the rest of the computer, that will allow computer makers to build Pentium 4 computers with ordinary SDRAM memory running at 133 MHz.

Intel is also investigating ways in which the upcoming chipset can be tailored to let PC makers adopt DDR DRAM, a version of SDRAM that runs at twice the speed.

The announcement, arcane as it might sound, will no doubt be seen as a watershed event in the memory market.

Until now, Intel has said that it will only make chipsets for the Pentium 4 that work with memory based on designs from Rambus, although Intel executives broadly hinted in a financial conference call last week that that could change.

Rambus memory is expensive, costing at least three times as much as standard memory. Memory makers have cut production of Rambus memory because of the expense.

PC makers, meanwhile, have adopted chipsets from Intel rivals such as Via Technologies to avoid incorporating expensive Rambus memory with the Pentium III. Analysts have questioned whether enough Rambus memory exists to allow Intel to even launch the Pentium 4, due later this year, in substantial volumes.

Even inside Intel, factions supporting the different memory technologies have sprung up, according to sources.

By coming out with a Pentium 4 chipset that works with standard memory, Intel effectively is giving PC makers an opportunity to adopt its upcoming chip and ordinary, less expensive, memory.

"You'll see a continued assertion of Rambus at the high end, but is someone going to pack their lowest-cost box with Rambus? Not likely," said Dean McCarron, principal analyst at Mercury Research.

McCarron added that the chipset would likely come out in the second half of 2001.

A shift toward the new chipset has likely been brewing internally for some time. Paul Otellini, the general manager of the Intel Architecture Group, strongly indicated last week that the company was looking at alternatives.

"We still view this memory technology (Rambus) as delivering the best overall performance...but this is not to say that we won't have other memory configurations to take advantage of other price points," he told investors.


 

                         04.08.2000
                         Rambus kaufen
                         Der Aktionär


                         Die Experten von "Der Aktionär" empfehlen die Rambus Aktie (WKN: 906870) zum Kauf.

                         Intel hätte in dieser Woche bekannt gegeben, dass man für den Pentium-4-Chipsatz nicht mehr nur
                         exklusiv die Rambus-Technologie benutzen wird, sondern auch die Konkurrenztechnologie
                         DDR-DRAM. Dass Rambus auch für diese Technologien Lizenzen von Toshiba und Hitachi erhält,
                         scheine der Markt überhaupt nicht realisiert zu haben. Zudem habe Rambus eine neue
                         Lizenzvereinbarung mit OKI, die 1 Milliarde Dollar Umsatz machen könne, gemeldet. Die momentan
                         sehr günstigen Kurse seien Kaufkurse. Bei so einem volatilen Wert wie Rambus seien die Experten
                         wirklich froh, keinen Stopp gesetzt zu haben.

                         Lediglich bei AOL und Yahoo seien wir bisher genauso verfahren und letztlich habe sich diese
                         Strategie für die Investoren in barer Münze ausgezahlt.  

Nannte Rambus als neue Microsoft. KZ von 500E in 2-3 Jahren möglich.
Bin selbst nicht drine und selbst am überlegen zu kaufen.

doous  

daß ist ein extrem riskannntes spiel, daß von heute auf morgen aus sein kann.
wenn man letztes jahr eingestiegen ist ist daß vielleicht noch ganz witzig
aber auf diesem kursniveau gibts eigendlich nur noch risiko und kaum noch chance.

so long

Wulfman Jack