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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: Bilow who wrote (34694)11/16/1999 9:45:00 AM
From: Jdaasoc  Read Replies (1) of 93625
 
Bilow:
Re <<Intel pushing CC820s...>>
After running the math through my head this morning, it's amazing now many chipsets and microprocessors Intel has to produce a week to keep channel happy. Intel produced 28 M microprocessors last quarter or roughly 2 M a week. Intel manufacturers 60% of the chipsets to go with those microprocessors or 1.2 M per week. Intel has to be able to deliver mass quantities of products that the market requests. The 820 fiasco really forced Intel to retreat and regroup.
Given these numbers and an almost entire product lineup overhaul but to pressure by AMD to get faster, Intel will be selling at least 90% of a NEW lineup of microprocessors and chipsets in January than they did in Sep.
In third quarter, Intel had BX chipset as the bulk of the chipset marketplace with a rapid rise of the 810 chipset on the entry level. By January, Intel will have 810 and 810e on value systems, 820 and 840 on business and workstations respecitvely and at least 50% of microprocessors will be 0.18 micron production.
The question in January will be does RDRAM really give the performance benifits for the added cost. By January, the issue of supplying the chipsets and faster microprocessors to showcase RDRAM will not be an issue. Customer acceptance will be.

john
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