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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: marginmike who wrote (7113)9/27/1999 10:59:00 AM
From: Apollo  Read Replies (1) of 54805
 
Rambus, when to buy?? Marginmike, good to see a Q-head over here, don't hear enough from you on G & K issues; welcome.

Just guessing here; but if price is a determinant, then you may wish to consider $40-50/share. So far, we haven't got a date for reissue of the Intel chipset, so announcements and validation of said chipset may be a ways off. I suppose it also depends on whether you're in for the long haul or as a trader. For the long haul, $58/sh is very good; for the next 3-6 months, I have no idea.

Apollo

from the Rambus thread site......

Posted 27/09/99 11:55am by Linda Harrison (the Register)
Intel comes clean over i820 delay

Intel today confirmed the indefinite delay of its i820 chipset, while launching the i810
chipset and two new Pentium III processors.

Chipzilla came clean this morning -? when everyone had been expecting the i820 to
put in its first appearance -? saying there were errors in the memory configuration.
Reports of the delay started to leak out on Friday.

In a statement, Intel said: "[Intel has] delayed the introduction of its Intel 820 chipset
due to platform validation issues that may result in memory errors.

"Intel is working to identify and validate solutions to these issues and will introduce this
chipset after they have been resolved," it added.

An Intel spokeswoman said the issue involved the three memory slots in the chipset.
Faults, discovered late last week by Intel, occurred when all three slots were at full
capacity.

According to the Intel Insider, root of the problem is proving elusive: "We are working
round the clock to fix the problem," she said.

She then came out with one of the year's best under statements: "This happened at
the very last minute -? which we weren't expecting."

"We don't know the cause of the errors. But we want to resolve the problem as soon
as possible."

Some systems builders in the UK have been warned the delay could last for months,
sources told The Register.

Intel was unable to give a date when the chipset would start shipping. It would not
confirm if the delay would extend beyond Christmas.
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