Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

3:59 PM EST

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To: Jeffry K. Smith who wrote (32372)	10/20/1999 2:03:00 PM
From: Doug M.	Read Replies (2) of 93625

Jeff, <so are we to understand that RMBS gave no firm date for anything? (since you used the word "hopefully").> Unfortunately, Rambus doesn't give firm dates for anything. They are at the mercy of Intel to bring products out in a timely manner. Rambus always says something to the effect that "it's up to Intel." I used the word hopefully b/c I've read several times that Carmel will be introduced at the end of October. Here's an example: This article was released about a month ago...at the time Camino was delayed: ebnews.com "A second Rambus-based chipset designed for workstations, known as the "Carmel," or Intel 840, uses only two Rambus modules and is still on schedule for release in about a month, the Intel spokesman said." This link is from Intel: intel.com <Secondly, Stuart Steele said "Just wait until the 25th of October with no word from the analyst" in the following message: Does what you heard on the conference call allow you to make some sense of what he means?> I'm not sure what he means by this. From what I remember about the call, the Rambus execs weren't saying to expect any fireworks on any "magic" day. However, from all the information out there, I believe we can expect good news about RDRAM actually being introduced with the Carmel 840 chipset come Monday. I'm hoping for some good news about Camino too but I'm not holding my breath. If we get news out of Intel that shows they're confident enough release a chipset that uses RDRAM for workstations then pc's can't be too far behind. I think this will be a psychological boost for the stock...this may be what Steele alluding to. It will also put a nail in the coffin for the camp that says "Rambus may never work". Marcy Burstiner from TheStreet.com likes to promulgate this type of BS. That's why I believe any type of RDRAM announcement on Monday is critical in the short run. Good luck, Doug

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