Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.74

-3.8%

12:35 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Richard Habib who wrote (30494)	9/24/1999 3:14:00 PM
From: Dave B	Read Replies (2) of 93625

Kash, Re: Rambus - problem isn't rambus. The camino chipsets are buggy. Nothing for 1-2 quarters on camino. He is alleging it is an intel design problem. His read is different from CNet article. That article stated it was a MB problem. If it is a chipset problem we would be looking at 6-8 weeks for redesign and rebuild samples. Then another 6-8 weeks to build production so Q1 2000 would be earliest. I spoke with my HD friend before the ZDNet article came out and we explored a couple of scenarios. His final "gut", however, was almost exactly what you posted from the Niles talk. Based on the problem being driving 3 RIMMs instead of 2, it sounded to him (he's hypothesizing, remember) like a Camino problem, specifically the drivers. If it was a Camino problem, he guessed that it would take 3 months to fix. The motherboards that have been built to date would have to be scrapped, since the chipsets are usually surface-mounted. Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next