Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Ibexx who wrote (2949)	2/7/1998 12:48:00 AM
From: Ibexx	Read Replies (1) of 93625

Thread, The following are comments by Paul Engel on RDRAM and the Intel/Rambus relationship. As you probably know, Paul is a highly respected expert on semi-conductors and the resident "high priest" of the Intel thread. _______ To: Ibexx (47376 ) From: Paul Engel Saturday, Feb 7 1998 12:31AM EST Reply # of 47386 Ibexx - Re: Intel and Rambus Intel will be using Rambus - D memory devices on their Katmai processor and associated chip set CAMINO. Although Intel is talking about early 1999 for a Katmai/Camino introduction, I have a feeling Intel will be "just a little ahead" of that schedule with actual devices. To that end, Intel will most likely be trying to procure RAMBUS memory devices in some quantity for system design/check-out/debug in late Q1 or early Q2 of this year. As Intel pursues these devices, the actual status of Katmai and Camino will become clearer, as well as Intel's commitment to RAMBUS. I suspect we will be reading unofficial "leaks" about Katmai systems well before the end of this year. In fact, these "stories" should help propel the company in Q3/Q4 of this year. Paul _____ Ibexx

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