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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST
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To: Don Green who wrote (32054)10/13/1999 8:28:00 PM
From: jackmore  Read Replies (1) of 93625
 
Don, Thread,

Re:(1) At the time, Intel said it would have to resolve platform validation issues before it couldan ship the 820 Intel. But these problems have apparently been resolved seems to have fixed those problems, according to those familiar with the company. , and has put its manufacturing partners on alert. Now the word is that the reworked Camino-820 design will have a two-slot module implementation.

AND

(2)There are a lot of different combinations that need to be tested and Intel is going to exhaust all tests before launching this product," says Mark Edelstone, semiconductor analyst with Morgan Stanley Dean Witter. And even if everything works, it is unlikely that Rambus-based PCs will hit the shelves before the first quarter of 2000, he says.

Re(1)Does anyone have any info on the number or fraction of boards that were to be three slotted? Or which OEMs were planning 3-slot models? i.e. what the impact might be of having ONLY two-slots?

Re(2)Assuming 10/25 holds for 820 launch, whether Eddie's assertion that PCs will not hit shelves until 1Q00 is reasonable or not? Seems like Dell could ship direct to customers sooner.

Still floundering,

jack
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