Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Zeev Hed who wrote (28223)	8/31/1999 1:53:00 PM
From: unclewest	Read Replies (3) of 93625

i just listened to a a recording of a mark edelstone briefing given at the idf at 8:00 am pst this morning to institutional investors...key points from my notes...not verbatim, but close...not embellished either mark said he was at an intel showcase and cocktail party last night. spoke with numerous intel people there and at the earlier demonstration. rambus was demo'ed with 820 chipsets. video. 3D graphics and data base processing need rambus. coppermine is due for release in late october. .18 issues all resolved. coppermine 700mhz in 1st Q. intel engineers say rambus is the memory for at least 3-5 years. rmbs in notebook pc's next year. dell goofed by posting workstations with rambus on website yesterday. jumped the gun. sites now removed. question...what feel did you get from intel's body language? intel is going to demonstrate today that rambus has 3X the bandwidth. the key issue is software. as software is released we need rambus. expects intel to release benchmarks today showing rambus to be 20-50% faster on today's applications. question...do via or amd change your expectations for the rambus ramp? we have no change to our expectations for rambus. our projections are much lower than intel's so there is a lot of room for upside...but we project over 1,000,000 pc's with rambus will be sold this year. we project at least 1/3 of all pc's next year will use rambus. thereafter rambus will be the majority of the market. response to a ?...said...intel may make some statement today about pc133, but pc133 and rambus do not compete. response to a ?...said...dell will have rambus in optiplex starting out. dell's pc business is optiplex and dimension. 2/3 optiplex, 1/3 dimension. unclewest i was cut off for a brief part due to a severe thunderstorm in my backyard.

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