Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

3:59 PM EST

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To: Dave B who wrote (31035)	9/28/1999 12:46:00 PM
From: kash johal	Read Replies (1) of 93625

Dave, Re: "Status" I tend to agree with u that the race is still on. If they can ship a 2 RIMM solution then this will be fine IMHO. Apparently the max memory available is same with 2 as with 3 RIMMS - u just lose some flexibilty. I agree that just because there was a major disaster with the launch does not mean that the fat lady has sung in defeat. If the 2 RIMM solution is available with Coppermine then this fiasco will be forgotten pretty quickly. If they cannot ship out anything in Q4 then I am sure Intel will be forced by OEM pressure to come up with real PC133 and DDR support. I also suspect there is an almighty pi$$ing contest within Intel right now on this whole Rambus fiasco. But intel coppermine needs 820/Rambus combo to counter the AThlons in Q4 and so I expect them to move heaven and earth to support the 2 RIMM fix. This should really help the stock price once this becomes clearer. regards, Kash

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