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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST
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To: Robert Jacobs who wrote (22544)6/15/1999 8:11:00 AM
From: unclewest  Read Replies (1) of 93625
 
here is fneww's latest post.

messages.yahoo.com

i think he is right on.

the info i have shows camino is on schedule, carmel follows close behind. shortly after, carmel then goes out big-time with a few improvements. my guess is, that is why micron is ramping production early. intel needs and will get micron's production for carmel($500 million gets you first dibs). either micron provides or intel sends you to samsung($100 million gets you first dibs too) i see it this way right now...

toshiba is producing drdram for toshiba and sony and matsushita.

samsung mostly for dell and other boxmakers maybe some for matsushita.

ibm will use their own drdram. hopefully some will be in nintendo.(btw i just heard the new nintendo is around $200)

micron, nec and hyundai drdram production is needed asap by everyone.
by early next year 9 or more drdram mfrs will ramped up and producing.

according to info i have found, intel's schedule for the rest of this year looks like this...

workstation server: cascades 600mhz with 2000m of memory. $2000
                                    with  512             $1000

mid pc: coppermine 667mhz $700
  katmai/covington 550mhz $400

next year mid pc will feature: william 900mhz
                               coppermine 800mhz    

low end will have kat at 550 and 700.


easy to see why we are going to get rambus very quickly.
unclewest

maybe one of the intel folks can verify and/or correct this. i believe this is pretty accurate though.
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