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Technology Stocks : California Micro Devices

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To: Alan A. Hicks who wrote (130)	9/25/1999 3:08:00 PM
From: Alan A. Hicks	of 168

Observations from the article: Looks like the problem is related to working with the third memory slot for Rambus memory modules. Seems likely that motherboards with Camino will still ship rather than scrap alot of motherboards. I can't see board manufacturers starting from scratch and redesigning motherboards just because Camino still does not work well with Rambus. Whether or not Rambus works yet in PCs doesn't affect CAMD's products. The important issue is still that CAMD technology is being adopted in a significant way.

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