RAMBUS - nach Zahlen und Charttechnik ein Kauf ??!!
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| Neuester Beitrag: | 05.08.00 11:34 | von: Wulfman Ja. | Leser gesamt: | 5.681 |
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By Lisa Sanders, CBS.MarketWatch.com
Last Update: 4:10 PM ET Jul 19, 2000
NewsWatch
Latest headlines
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
Die Aktie eignet sich vielleicht kurzfristig zum zocken, mehr aber nicht.
Gruß,
J
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.
Bin selbst nicht drine und selbst am überlegen zu kaufen.
doous
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