Al, heute war RAMBUS-TAG! Habe noch einmal kräftig zugelangt. o.T.

 

 

1. Gestern machte Panik den Kurs
2. Die Fundamentals sind i.O.
3. Durchschnittliches Wachstum laut bizz.yahoo über 90% in den nächsten Jahren, damit liegt Rambus deutlich über dem Branchendurchschnitt
4. Chips sind gefragt. Zyklik
5. Rambus ist Technologieführer
6. Rambus konzentriert sich als "Ingenieurdienstleister" vor allem auf die Entwicklung
 

Intershop macht mich die Schaukelei nervös.
Bei Rambus sind gerade sehr viele Short und der Hardware - Artikel hat seine Spuren hinterlassen. Ich warte erst mal eine beruhigung des Marktes ab und habe jetzt zusätzliche Liquidität geschaffen. Einen Teil von meinen Wedeco habe ich auch hergegeben.

Al grüßt  

Zu RMBS : für mich ist das etwas kipplig, da deren Technologie nur eine Übergangslösung für die nächsten ca. 2 Jahre ist - danach kommen die FRAMs und MMRAMs. Infos gibts darüber wie schon mal gesagt bei
http://www.vdi.de/tz-pt/
dann bei den Publikationen Band 20 (Magnetoelektronik) runterladen.
Interessant ist da auch die HP von Aixtron.
Gruss, Fips  

 

Kann es sein, daß ich Ausnahmsweise richtig liege?

Ein grübelnder Al  

Wednesday March 22, 9:35 am Eastern Time
Company Press Release
Integrated Measurement System's Orion Memory Test Station Supports High-Growth Memory Market Driven by Rambus Technology
BEAVERTON, Ore.--(BUSINESS WIRE)--March 22, 2000--Integrated Measurement Systems, Inc. (Nasdaq:IMSC - news) today reported that the integration of Rambus® technology in high-performance desktop PCs, multi-media, wireless and networking products, is driving demand for its Orion high-speed memory test station sales among leading semiconductor manufacturers.

Rambus technology is incorporated onto dynamic-random-access-memory (DRAM) chips and the logic devices that control them to deliver more than 10 times the performance of conventional DRAMs. A single Rambus® DRAM device, referred to as an RDRAM® device, transfers data at speeds up to 800 Mbits and beyond over the Rambus Channel to Rambus-compatible ICs.

Last November, Intel released the Camino chipset, enabling PC makers to ship new systems using RDRAM. The 820 chipset allows PCs to communicate with Rambus memory at a peak speed of 1.6 gigabytes per second, which is about double the rate for today's mainstream PCs. That transfer rate is expected to quadruple in revised chips due later this year.

Hyundai and Infineon have recently joined market leaders Samsung, NEC and Toshiba in volume production of Rambus memory products. (Samsung, NEC, Toshiba and Infineon Technologies AG, account for three-quarters for RDRAM production world-wide.) Rambus reports its five validated manufacturers are ramping their production volume and are expected to deliver more than ten million RDRAM devices by the end Q1 2000.

``According to recent reports, memory makers are expected to ship some 270 million 128MB/144 MB RDRAM® chips in 2000,'' said Mark Allison, general manager, IMS Memory Division. ``We're excited about the phenomenal market growth driven by RDRAM and are proud that our Orion Memory System is playing a critical role in testing these high-speed, next-generation memory devices.''

Offering frequencies of 200 MHz to 400 MHz, Orion can be used to debug advanced high-speed memory devices, including static and dynamic random access memories (SRAMs and DRAMs), as well as synchronous dynamic random access memories (SDRAMs) and Double Data Rate SDRAMs. Orion also provides a fail capture memory of 64 Mb standard with up to 1 Gb as an option.

``Orion enables engineers to uncover problems, improve yields and ship high-quality products in the shortest time possible,'' Jay Kim, marketing manager, IMS Memory Division. ``That kind of competitive advantage can make the difference between a successful product launch and a missed opportunity.''

In addition to the Orion Memory Test Station, IMS' 1 Gbit Vanguard High-Speed Digital IC Validation System can verify and characterize today's most advanced ICs -- including features such as Rambus interfaces -- in the shortest time possible, to move new devices quickly to production.

About IMS

IMS designs, manufactures, markets and services a family of versatile, high-performance digital, memory and mixed-signal IC validation systems used to verify and characterize complex integrated circuits, system level integrated devices and electronic systems. In addition, the company develops and markets a line of Virtual Test(TM) Software products that allow IC test development and simulation before first-silicon. For additional company information, see the IMS Web sites at www.ims.com and www.virtualtest.com.

About Rambus

Rambus Inc. (Nasdaq:RMBS - news) develops and licenses scalable bandwidth, chip-to-chip interface technologies that enables semiconductor memory devices and ASICs to keep pace with faster generations of processors and controllers. Current Rambus-based computers supported by Intel chipsets include Dell, Compaq, Hewlett-Packard, and IBM PCs and workstations. Currently, eight of the world's top-10 semiconductor companies license Rambus technology. More information on Rambus Inc. and its high bandwidth technologies is available at http://www.rambus.com.
 

Hier noch etwas zum lesen:

Rambus rockets thanks to price target
Morgan Stanley Dean Witter says it's headed to $500


By Mike Tarsala, CBS MarketWatch
Last Update: 11:21 AM ET Mar 22, 2000 NewsWatch

MOUNTAIN VIEW, Calif. (CBS.MW) -- Rambus shares soared more than 27 percent Wednesday morning as the maker of technologies used in computer chips got a $500 price target from Morgan Stanley Dean Witter.


Rambus' stock (RMBS: news, msgs) surged 72 5/8 to 339 3/16 on volume of more than 2.8 million shares, making up for a 50 1/2-point drop on Tuesday, following a the endorsement.

"We've been bullish from Rambus from the beginning," analyst Mark Edelstone said. "It's my belief that they'll be the dominant memory in the market by 2003. As far as other technologies go, there's room for others. But the growth in the market will be driven by Rambus. It's that simple."

One of the most volatile chip stocks -- and at times the hottest -- Rambus made a move from 72 1/2 on Feb. 1 to an all-time high of 471 on March 14. One factor behind the stock's recent move is a 4-for-1 stock split it announced earlier this month. The stock split came on the heels of Intel's (INTC: news, msgs) release of new chips that use Rambus' technology, which had previously been held back because of flaws.

But shares tumbled to as low as 240 on Tuesday amid concerns about competing technologies. Potentially lower cost technologies also can do the job of Rambus chips, speeding up data that moves between a computer's memory and its processor.

Edelstone says the stock will see more volatility, with momentum for the company's technology acting as a catalyst that could drive the stock higher. Less than 10 percent of the personal computer market will take advantage of Rambus' chips this year, Edelstone said. But that number should steadily increase to half the market, he predicts.

To be sure, Rambus shares will be subject to chip market conditions. Chips have been booming since late last year -- a cycle some analysts say will last until 2003. The stock also can be affected by dips in the Nasdaq.

Edelstone, however, brushed aside concern about the political tension in Taiwan and any near-term effect on chipmakers, including Rambus.

"The situation in Taiwan has to be much more agitated before it becomes a problem," Edelstone said. "And if there's a military conflict, it's a huge problem for everything in technology."
 

Ich erinnere nur an die abgebrannte Fabrik in Taiwan/Japan vor ca. 3 Jahren, die ein spezielles Harz zur Produktion der Chips herstellte. Kurzzeitig wurden die Kurse nach unten getrieben, langfristig und dies beweist der Kurs von Intel etc. konnte die pos. Entwicklung nicht gebremst werden.
PS. Momentan werden zuviele negative News gestreut, wahrscheinlich bewußt um die Kleinanleger aus diesen Papieren zu treiben, damit Fonds und Profis auf ermäßigtem Niveau billig einsteigen können. Nur nicht verrückt machen lassen!!!!!!  

scheint ja heute Dein Glückstag zu sein!! (Rambus + 30% , SCLN + 60%)

Aus dem WO-Board


Nachdem der Kurs des Halbleiterunternehmens Rambus (RMBS) in den letzten Wochen über 40% vom Top verloren hatte, konnte die Aktie heute um über 30% auf fast 350$ zulegen. Grund hierfür könnte die Meldung des Unternehmens Integrated Measurement Systems, Inc. (Nasdaq: IMSC)sein , dass die Rambus Technologie in seine Systeme (Desktop PC's, Netzwerksysteme) einsetzen will. Das Unternehmen hat sich auf Testsysteme für die Chipindustrie spezialisiert. Die Aktie von Rambus war stark unter Druck geraten, nachdem auf der Webseite www.tomshardware.com Zweifel an der Technik von Rambus aufkam.
Rambus notiert aktuell bei 336$ (+26%).


Die Aktien des an der NASDAQ gelisteten Unternehmens Rambus Inc. (RMBS) schießen heute in den Himmel. Derzeit notieren sie mit 81 5/16$ oder 30,5 Prozent im Plus bei 347 7/8$.Auslöser dieses Kursanstieges war ein neues Kursziel für die Aktien, dass der Morgan Stanley Dean Witter Analyst Mark Edelstone heute ausgegeben hat. Die Titel von Rambus, einem Chipentwickler und -produzenten zur Beschleunigung von Comptersystemen, sollen in den nächsten 12 Monaten 500$ erreichen. Vorher hatte es bei 110$ gelegen. Allerdings waren die
Rambus-Aktien innerhalb des letzten Monats von ca. 100$ auf ein All-Time-High von 471$ explodiert. Danach jedoch korriegierten sie in der Region um 250-300$.