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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Ian Anderson who wrote (23109)	6/21/1999 11:53:00 AM
From: Charles R	Read Replies (1) \| Respond to of 93625

Ian, <The issue of owning the motherboard market is not who manufactures the board, but who makes the chipset. 75%-85% of all motherboards made use an Intel chipset. The choice of chipset controls the features and design of the motherboard. This if Intel says something isn't going to happen (like PC133 for example) then anyone who tries to produce it is going out on a dangerous limb. If you look back in the thread you can see a lot about intel stopping FIC from producing a chipset supporting PC133 using licencing restrictions.> Thanks for the clarification of the 75-85% market share number. Even then I think the data may not be accurate but definitely a lot more closer. I am well aware of the PC133 saga. Since that is clear, let's go back to RMBS related issues: Intel could continue to supply majority of the chipsets but it does RAMS no good if OEMS do not use Camino. So, the questions are: 1. Can PIII connect to Camino? 2. When are Camino motherboards available? 3. Do Camino based motherboard that are coming out support PIII? 4. If PIII-600 is not going to be high-end for Christmas, would OEMs still risk increasing their costs by adding in RDRAM to a PIII-600 motherboard? Regards, Chuck