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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.99+0.9%9:30 AM EST

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To: pompsander who wrote (43004)5/26/2000 9:34:00 AM
From: Jdaasoc  Read Replies (2) of 93625
 
pomp:
guaranteed purchase orders from OEMS or Intel itself

BINGO. You finally hit the nail on the head. I have been reporting recently that Intel is replacing CC820/SDRAM motherboards with VC820/RDRAM motherboards and the first shipments of OR840 motherboards stuffed with 256 MB of RDRAM all starting this month.
Is Intel's efforts just picking up the slack of unsold RDRAM at these high water mark RDRAM prices or is ramping up to buy a 1 M chips a month to put another RDRAM fab into production.
All this activity of preconfigured motherboards with RDRAM is interesting. If anyone knows someone at Kingston Technology where all this RDRAM stuffed motherboard QC testing is going on before boards are finally sellable, that would be best indication of where volumes sales of RDRAM computers are headed.

john
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