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

To: Sonki who wrote (23711)	6/25/1999 5:10:00 PM
From: unclewest	Respond to of 93625

these were originally posted by woodside. they are worth another peek at this point imo because we are in the time line now and the forecasted events are starting to be verified. unclewest Camino Making Good Progress Marcy said in "A Checkup on Rambus", 5/13/99 (#20281): ... Over the next several weeks, those keeping an eye on the new Rambus-based chips can see early signs of progress. Late May Intel will test its chipset for flaws, says Steve Cullen, memory technology analyst for Cahner's In-Stat Group. This should take a week or two. Early June Only when Intel is certain the chipsets work will it send samples to PC makers, such as Hewlett-Packard (HWP:NYSE), Compaq (CPQ:NYSE) and IBM (IBM:NYSE). "Intel will want to announce this or at least let it leak out, so that people will believe Rambus will really happen," says Cullen. Mid-June Makers of memory modules will announce certification by Intel so they can ship the components as soon as the orders from the PC makers come in. While at least two leading companies, Kingston Technology and Toshiba, have already received this certification, watch for announcements from LG Semiconductor, NEC (NIPNY:Nasdaq ADR) and Hyundai Electronics Industry. "Any two of those will be enough of a sign" that things are on track, Cullen says. june 2 posted by woodside... <<In a note released today, Morgan Stanley Dean Witter analysts write that Intel (INTC:Nasdaq) delivered samples of its 820 chipset (code named Camino) with Rambus DRAMs as main memory to some of its customers during the week of May 17. Based on testing, they write that Intel should be able to begin production shipments and formally introduce it with a 600 MHz or faster version of its Pentium III toward the end of the third quarter. Rambus was up 4 3/32, or 6%, at 71 1/8. >>