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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (76051)10/19/1999 12:19:00 PM
From: tejek   of 1582119
 
ANOTHER LOOK AT THE RAMBUS/INTEL PROBLEM (PART I):

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The Camino Chipset Is Still Bugging Intel
By Marcy Burstiner
Staff Reporter
10/19/99 7:00 AM ET

SAN FRANCISCO -- There are bugs and then there are billion-dollar bugs.

Intel (INTC:Nasdaq) has suffered through plenty of bugs in its time, but the one plaguing its Rambus (RMBS:Nasdaq)-based Camino chipset is a corker.

See Also
Intel Bedfellows Are Unhappy With the High Costs of Rambus Technology


Rambus' memory-chip designs seemed destined to become the gingko biloba of semiconductors -- a leap forward in computer memory and data processing speed. In 1996, Intel vowed to back Rambus chips, making it tough for Intel customers to choose an alternative, and set to work designing the Camino chipsets that would connect PC chips to Rambus memory. Rambus, which went public at 12 in May 1997, rose as high as 117 1/2 last July.

In recent months, however, the tide has turned. Concerns of delays in the Camino gained momentum despite Intel's assurances. Then, on Sept. 27 -- Camino's planned launch date and two days after Intel told the Los Angeles Times that all was on schedule -- Intel acknowledged the Camino bug. Rambus closed down 2 3/16 at 70 9/16 Friday. Intel closed down 2 15/32 to 70 7/8.

A Bug's Life
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