Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 113.83

-6.4%

Jan 30 9:30 AM EST

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To: MileHigh who wrote (18604)	4/13/1999 10:54:00 PM
From: Alan Bell	Read Replies (1) of 93625

Q. SDRam at 133? A. Oh, I don't think we need to do that in the 820 generation I took the answer to mean that they have no plans to do 133 SDRam in Camino (820). He really didn't address the issue if it was possible. There was nothing in this answer that seemed new. He tried to minimize the description of the Camino delay - which tells me that they don't plan to delay further. But I could easily imagine that some non-astute analysts will misunderstand the answers and react negatively. The conference call is at the www.intc.com site and can be replayed. The transcription loses the ums and pauses which are actually informative. This question is located at 26 minutes into the call. -- Alan

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