Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (9139)	10/29/1999 6:03:00 AM
From: unclewest	Read Replies (3) of 54805

My position on this hasn't changed. To date, it hasn't shipped and hence, there isn't much to say. Both Intel and Rambus have been spectacularly elusive on the main problem and its fix, which makes me still more cautious as it is now 1 month since the 820 was supposed to ship. stan, i continue to follow the rmbs story quite closely. in the intel conference call last night, ottelini stated that the 820 will ship in volume this quarter. i have just written out all of my current personal thoughts on rmbs and will be happy to pm them to any regular thread members. uw i will send a courtesy copy to you, mike and UNCLE.

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