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: pompsander who wrote (18463)	4/11/1999 4:16:00 AM
From: Alan Hume	Read Replies (1) of 93625

Hi Pomp and Mile, I think the 700MHz news is EXCELLENT, Allow me tell share my thoughts with you: After much consideration, the statement from INTC last week that Caminio/RDRAM was "on track" was the only statement they could have made. Here are the options 1) If they had not mentioned RMBS it would have been the last nail in RMBS's coffin in the eyes of the skeptics 2) If all the problems had been solved, they would have said so, this would have served to get the necessary investments in the industry moving again 3) The problems are not yet solved, so the statement is that we are on track. Now if boxes are going to be on the shelf by October, all the technical and specification issues must be put to bed by June, if not we are looking at a delay until at least q1/00. Now INTC would hardly relax the spec to allow 700MHz at this stage of the game, if June was not the realistic freeze date. I'm guessing the 700MHz creates a higher yield and reduces the groans from the DRAM manufacturers Alan

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