Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: gnuman who wrote (43567)	6/6/2000 9:51:00 AM
From: Bilow	Read Replies (1) of 93625

Hi Gene Parrott; The question is whether Intel is delaying Timna in order to replace the MTH or in order to replace Timna's RDRAM memory interface with an SDRAM memory interface. If I had to make bets, I would say that they are still working on the MTH. It's hard to rework a CPU's memory interface because there are usually a whole lot of assumptions about it built into how the rest of the chip works. I don't think that Intel will have had time to revamp Timna that much. But the obvious conclusion from the announcement of the Timna delay is that there is no deal with the memory makers to drastically increase RDRAM production and decrese prices. If there was, they would have released Timna with RDRAM only support. That has to be why RMBS is taking the news hard. Your thoughts? -- Carl

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