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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%Dec 8 3:59 PM EST

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To: Adam S who wrote (34433)11/13/1999 8:45:00 PM
From: kash johal   of 93625
 
Adam and thread,

Re: VC 820 and rambus release.

I suspect folks are getting confused here.

On Monday the big oems will announce rambus PC's.

And I suspect folks will be able to order them with a 1-2 week lead-time.

I suspect the Vancouver boards with bundled RDRAM are for retail market. These may show up in December but probably not till January.

Only the big OEMS are getting the high speed Coppermines and it is likely only a couple of million systems will ship in Q4.

It'll probably be mid to late Q1 before Rambus and Vancouver boards are available off the shelf from your neighbourhood computer store.

In the meantime folks will have to buy from the big boys.

regards,

Kash
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