Rambus (RMBS) - Eagle or Penguin Message Board

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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: Stuart Steele who wrote (30450)	9/24/1999 2:04:00 PM
From: Ian@SI	of 93625

Here's some more of that "not good news" ... Rambus (RMBS) 77 5/8 -9 7/8: Another apparent delay for the Intel/Rambus motherboard is slamming both stocks today (INTC -4 3/8). CNET's (CNET) News.com broke the news last night that the new Camino 820 chipset has a major problem which yields only two of the three Rambus memory slots functional. With only two slots, the amount of memory in each machine will be limited to 512MB. Intel now faces the decision of either shipping the already-built systems with the bug or delaying shipment and rebuilding the systems. This is not the first delay in the Camino chipset -- back in February, Intel delayed shipment from June to September. BancBoston Robertson Stephens analyst Dan Niles downgraded RMBS this morning to "long term attractive" from "buy" and noted that current estimates for RMBS are probably too high. Niles also said that he doesn't believe that there will be any upside surprise for Intel earnings this quarter. The silver lining for Rambus is that there still aren't many alternatives for PC makers looking to get faster memory performance. Key Rambus backers such as Dell (DELL) continue to stand behind the technology. The next two quarters may continue to be rocky for RMBS and perhaps even INTC as the companies work to finally deliver on the promise of RMBS technology, but even Niles sees RMBS approaching 50% of PC DRAM bits by 2002. The path to substantial profits is still there, but it once again looks like that path is a bit longer than first believed. - GJ ++++++++++++++ Once Dell drops its support in favour of the alternatives, look out below.

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