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Rambus Inc. Message Board

  • stockspy1 stockspy1 Jan 4, 1999 11:17 AM Flag

    A Huge Block Trade in RMBS....Rosemerry

    Between 11.07 to 11.12 four block of RMBS stock
    were traded
    at 95 15/16 to 95 13/16. The block were
    in 10,000.. 6600.. and
    5000 shares. Guess what
    small guy selling but big money is moving
    in.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • ORANGE, Calif., Jan. 4 /PRNewswire/ -- Transcend
      Information Inc., one of
      the world's largest OEM memory
      manufacturers, has expanded two popular product
      lines for
      ultra-slim notebooks for 1999. A 64mb option for the Sony
      VAIO
      505's (PCG-505G and PCG-505GX), and 128MB for the
      Toshiba Portege
      3010CT/3015CT, are immediately
      available and shipping in quantity.
      With Transcend's
      new 128MB upgrade, Toshiba Portege's pack 192MB of
      raw
      presentation/computational power. "Transcend engineers, faced with
      the
      computer's 2.9 pounds and 3/4" thickness, turned to TCP
      packaging to populate
      newly designed boards, saving
      valuable space and reducing heat," according to
      OEM
      Vice President of Sales Clarence Chan. (Transcend p/n
      TS64MT3010.) PC
      Computing's MVP champion, the Portege
      3010CT is equipped with an Intel(R)
      266MHz Pentium(R)
      processor with MMX technology, 4.3GB hard drive, 32MB of
      EDO
      DRAM, 3Com 56K PC card modem, 10.4-inch TFT display and
      128-bit NeoMagic
      graphics accelerator.
      Transcend's
      64MB VAIO upgrade was designed to dovetail with the 32
      MB
      SDRAM (soldered on board) and the 505's single memory
      slot. The Transcend
      module takes the 505's up to
      their maximum 96MB capacity (Transcend
      p/n
      TS64MSY505). A 4x16, 10ns SDRAM design employs an 80-pin
      connector and
      provides 100% compatibility. The VAIO 505
      systems feature Intel(R) Pentium(R)
      processors with
      MMX technology at 200 MHz (505G) and 266 MHz (505GX).
      Both
      feature 2.1 GB hard drives, built-in K56flex modem,
      10.4-inch TFT SVGA screen,
      USB, infrared port, and a
      port replicator.
      Transcend designs, manufactures,
      and distributes 2000 products for the
      full range
      of digital products, including RIMM(TM) Modules
      incorporating
      Direct Rambus DRAM(TM). With over a decade of steady
      growth, Transcend is a
      leading international brand
      supplier for high-reliability memory in
      workstations,
      servers, cameras, fax machines, desktops, and notebooks.
      As a
      licensed Sun and Apple developer, Transcend
      enjoys one of the fastest
      time-to-market ratings in
      the industry.
      With global sales of $200 million,
      Transcend has prospered from its core
      strategies of
      superior R&D, advanced inventory management, and global
      BTO
      (build-to-order) capacity. Industry decision-makers cite
      Transcend's R&D,
      testing process, superior after-sales
      policies, and certification to ISO 9001
      and ISO 9002
      (Taipei and USA recommended, respectively) as reasons for
      their
      confidence and partnerships.
      To find out more about
      Transcend's products and buying programs, contact
      Bob
      Bradburn at 1-800-885-5590 or visit the Company's website
      at
      http://www.transcendusa.com.
      Direct Rambus and RIMM are trademarks of Rambus
      Inc.


      SOURCE Transcend Information Inc.
      Web Site:
      http://www.transcendusa.com

      • 3 Replies to Rosemary44
      • I was counting on increased royalites minorly
        during 1Q98, and significant higheer during RMBS 2Q-3Q
        99. Increased earnings would definitely forsee a rise
        in RMBS price
        However, I was looking over RMBS
        1998 annual report. It stated that PC main memory
        controller development will take 2 years to develop(pg 8).
        That statement was made in fiscal year 1998. I am
        projecting that to mean don't count on PC RDRAM royalites
        till RMBS fiscal year 2000 which begins fall 1999. On
        pg 9, RMBS states that Nitendo royalites will be the
        major source of royalites in fiscal 99.
        The last two
        news articles (PC World and Transend) do not add
        anything to clarify Intel RDRAM timetable.
        Can RMBS
        wait 4 quarters of 8-9c profit and keep all of it's
        price and then some?
        My question is rasied not to
        mean I am going to short RMBS tomorrow. However, we
        will probably be waiting a while for PC RDRAM
        royalites.

      • I was counting on increased royalites minorly
        during 1Q98, and significant higheer during RMBS 2Q-3q
        99. i
        I was looking over RMBS 1998 annual
        report. It stated that PC RDRAM will take 2 years to
        develop. That statement was made in fiscal year 1998. I am
        projecting that to mean don't count on RDRAM royalites till
        RMBS fiscal year 2000 which begins fall 1999.
        That
        coinsides nicely with next generation 600 mHz
        microprocessors from Intel (3rd qt 99). Can RMBS wait 4 quarters
        of 8-9c profit and keep all of it's price and then
        some.

    • Where have all the bears gone to? One minute they were here crowing and the next, gone with the wind.

      They don't even tell each other they're covering. Just gone.

 
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