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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.70-3.8%Nov 18 3:59 PM EST

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To: MileHigh who wrote (21103)5/29/1999 2:57:00 PM
From: richard surckla  Read Replies (3) of 93625
 
Guys I hate to be the one finding this s*#t and bringing it to you, but I sure as hell don't like what I am reading. Getting a bad gut feeling, like being re-raised over and over in a poker game while holding 4 Aces. Found this on the Register yesterday but did not post it:

Posted 28/05/99 8:52am by Mike Magee

Direct Rambus further delayed

Intel may now be forced to revise its chipset plans, following information from a
reliable source that Direct Rambus yields are likely to be slim in Q3.

Earlier this year, Intel said that there would be a slight delay to Direct Rambus parts,
with shipments coming on stream in Q3.

But our source, close to Intel's future plans, said that realistic volumes of the memory
parts are now unlikely to arrive until Q4.

That will put further pressure on Intel to adopt stop gap measures to support the
PC-133 standard, something it has vowed all year it will not do.

ViA and other rivals to Intel, predicted that yields would be slim and prices expensive
on D-Rambus earlier this year. That was behind its and others decision to push hard
on PC-133. ®

theregister.co.uk

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