Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.10

+9.2%

Feb 6 9:30 AM EST

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To: gnuman who wrote (58568)	10/23/2000 10:38:16 AM
From: jim kelley	Read Replies (2) of 93625

boards.fool.com Please DO listen to the conference call. Die shrinks are routine before and after launch of a semiconductor product. Depending on need and opportunity, there will be a die shrink every 6 to 10 weeks until the optimal is reached (or the limits of the design for a given process). This is done to reduce die size and cost and increase speed. Whe we first heard about the die size, ( parts made as early as June or July) it was clear that we had considerable time before launch, plenty of time to shrink the part. Since then Otellini has indicated that neither the die size not FAB availability would present a problem in meeting profit or volume goals, and that they planned the fasted ramp ever for any Intel part. Regarding changes to the P4 die, Intel IR has confirmed, in priint and personally to me, that the only problem being fixed in the September shrink was a small metalization patch, which did affected certain graphics card. OEMs were told to continue characterization and integration efforts using the older shrink. Shrinks are rolled into oem production lines in a simple manner. No delay is has ever been announced. Intel has announced the P4 fro Q4 a long time ago. This has never changed. The register invented its own dates and then created the story about a delay. The P4 launch has gone smoother and prelaunch development and testing has been more extensive than any I have ever seen, and I've seen everyone of them. There will be NO shortage of chipsets for the P4. Intel does not need (and has not licensed) any third party to make chip sets for the P4. Intel will make them ALL. They are simply taking back the market (and then some) they lost as a result of screwing up the i820 last year. You are correct, I meant the Pentium not the P2. The competition for the P4 is not the Athlon or the Thunderbird. These will continue to compete with the P3, and will retain some speed advantage there through the first quarter. Hobbiests are likely to choose it. Corporate users will continue to avoid it. AMD prices will plummet and AMD is likely to lose money again, at whatever volume they produce. JMO DougK99

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