Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 124.49

+7.6%

Jan 28 3:59 PM EST

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To: Ibexx who wrote (4380)	5/30/1998 8:33:00 AM
From: REH	Read Replies (3) of 93625

Looking at tomshardware.com is seems pretty clear that the road map is Katmai/Camino (Q1/Q2 99) --> Carmel/Tanner (Q2 99) --> Merced (Q1 2000). Is this wrong? Does Intel have a different road map? "All chipsets above the 440LX will run at 100 MHz front side bus or higher. It seems likely that Carmel as well as Camino will run at 133 MHz FSB to take advantage of direct RDRAM and 4x AGP." The delay of Merced really should have no effect on the deployment of Direct RDRAM as we should expect all CPU's starting with Katmai to be based on Direct RDRAM. I expect to see motherboards this year with both RIMM and RDRAM-sockets based upon the advancement of the Rambus-licencees. Q3 could prove to be much better than estimates based upon the fact that royalty income from chip-vendors delivering to Graphic Board manufacturers and Nitendo chip sales increase. In addition we have the upside potential from allocation of deferred revenue. This could all mean that Operating Income for Q3 would be somewhere between $ 3-4M. Please correct me if you feel differently. The somewhat bearish trend in semi's actually make me more bullish <bp are you with me?> reh/long

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