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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.04+1.8%3:59 PM EST

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To: Dave B who wrote (14973)2/2/1999 6:30:00 PM
From: Glenn Norman  Read Replies (2) of 93625
 
Yo_Dave &Ms. Betty P.,,.............Ihave not finished catching up on all the post yet so excuse this if someone else has already noted it. The "DELAY" (if there turns out to be one) is not based on 600 MHz speed it is that Intel is having problems scaling the chipset to utilize RDRAM in 2, 4, and 8 way processor configurations. The "HYPE" on the speed is a non-issue. There will be some intense meetings going on at the FEB. Intel Conference concerning high end multi processor scalability with RAMBUS BUS configurations. If you will go back and look at the stock holders meeting figures on usage you will see that SERVERS are a very low usage of RDRAM in both 99 and 2000 and that they show to be scheduled to still be using SDRAM100 on the PC100/PC133 bus, this is the REAL issue with the new chipsets for RDRAM NOT THE 600 MHz speed!

Salude to all the "BUSSERS" -- Norman!
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