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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.76+1.2%Nov 7 9:30 AM EST

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To: denni who wrote (22765)6/17/1999 5:09:00 PM
From: Charles R  Read Replies (2) of 93625
 
denni,

"coppermine delay is more fud.
the bus will roll with 600piii before coppermine. 800MB/sec. drdram is no problem. "

Coppermine delay is no fud (see press release below). With a November release Rambus will lose the *entire* Christmas season. What do you think the consequence could be?

Chuck

Intel confirms Coppermine delay, P-II price cuts

A service of Semiconductor Business News, CMP Media Inc.
Story posted 3:45 p.m. EST/12:45 p.m., PST, 6/17/99

Mark Hachman

SANTA CLARA, Calif. (ChipWire/EBN) -- Intel Corp. here has confirmed analyst
reports of difficulties in ramping faster processors using the company's new 0.18-micron
process, which is delaying the Coppermine microprocessor.

Analysts and a company spokesman downplayed the difficulties, which will delay the
Coppermine desktop MPU from September until about November, the spokesman
said.

In addition, the mobile version of the Pentium III will launch at 500 MHz, not the
600-MHz speed that was originally planned.

Instead, Intel will take shelter behind its 0.25-micron manufacturing process, which has
performed beyond expectations and allowed Intel to increase both the pace and the
speeds of its microprocessor introductions. The spokesman said a corresponding round
of Pentium II price cuts is expected soon; analysts said they could occur as early as next
week, to essentially remove the chips from the market.

"In relative terms, it's a minor issue," said a spokesman for Intel. "The big issues are that
OEMs still get 600-MHz [processors], only at 0.25-micron, not 0.18. They'll still get
Pentium III for mobiles but at 500-MHz, rather than 600-MHz. And the third thing is
the accelerated price cuts, which always makes OEMs happy."

semibiznews.com

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