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


To: unclewest who wrote (26448)8/5/1999 7:35:00 AM
From: richard surckla  Read Replies (1) | Respond to of 93625
 
From the Register:

Posted 05/08/99 11:37am by Mike Magee

Intel Coppermine delay caused by fear of AMD

Reliable sources close to Intel said today that the so-called delay in its first desktop
processor using Coppermine was a knee-jerk reaction to AMD's K7 Athlon.

However, an Intel representative has denied that claim.

According to the source, Intel released its .25 micron Pentium III/600 to soften the
market for AMD's up-and-coming launch on August 10 next.

The first Coppermine processor was also scheduled to run at a clock speed of
600MHz, but now Intel will, instead, introduce the first Coppermine at 700MHz, swiftly
following that introduction with further, faster processors.

The move further confirms the suspicion that Intel and AMD will go head-to-head in a
price war at the high end, as well as the low end.

That will weaken Intel's margins but will also put more pressure on AMD in the
gladiatorial battle.

The Intel representative said: "It's definitely not a reaction to Athlon. We acknowledged
in June we weren't able to reach frequency targets and couldn't hit them on .18 micron.
We pushed out Coppermine by two months and got unexpectedly good yields on .25
micron." ®




To: unclewest who wrote (26448)8/5/1999 8:17:00 AM
From: unclewest  Respond to of 93625
 
rambus earnings projections breakdown as follows...

35% from pc's
we now have confirmed camino and coppermine for pc's ship this year.

15% from servers
intel confirmed last night that rmbs will be in servers this year.

50% other
sony has confirmed pII uses rmbs. we have numerous other design wins, some with products already shipping.

intel and rambus filled my stocking 15% fuller last night.

thanks rambus
thanks intel
unclewest