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To: Apollo who wrote (5829)	9/2/1999 7:55:00 AM
From: Glenda King	Respond to of 54805

Hey Guys. Swiped from the Rambus thread: Dear Unclewest, I have just been listening to Pat Gelsinger's keynote speech on Tuesday. If you go to www.intel.com/design/idf you can request a webcast replay. I suggest using the audio only on realplayer...much, much quicker since I don't yet have broadband internet access and a Rambus equipped computer. He stresses that Intel has now available: 1. 14 RDRAM Products 2. 46 RIMM Modules for Rambus 3. 5 Validated Rambus suppliers 4. Announced Rambus Implementer's forum 5. He was demonstrating an 800 Mhz Rambus computer showing its graphical advantages and other advantages that were not graphical such as a topical search through his Feb 99 Keynote speech allowing instant visual/audio access to any specific topic at any point in the speech. IT SOUNDS LIKE THERE IS NO WAVERING ON INTEL'S PART ON SUPPORTING RAMBUS. AGAIN REITERATED THEY ARE INTRODUCING RAMBUS THIS FALL< 820,Coppermine, Etc.> THEY KNOW IT IS ESSENTIAL TO THEIR PROGRESS. I'M EXCITED! Back to my RealPlayer. Sincerely, Investartist

To: Apollo who wrote (5829)	9/2/1999 10:07:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Thanks, Stan. We are all "keeping the faith", just delaying retirement by a few months <g>.

To: Apollo who wrote (5829)	9/2/1999 11:29:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

from Morgan Stanley Dean Witter on Rambus...9/2/99 MSDW Tech Day September 2, 1999 INTC's RMBS update was in line with our expectations, but DELL's bullishness was surprisingly strong. DELL believes RMBS will represent 50% of its DRAM purchases by C2H00. We are confident RMBS DRAMs will become the defacto PC memory standard during the next 3-5 years. The 9/27 launch of RMBS PCs and DELL's ramp should be a catalyst for the stock in C2H99. Dell presented their view of RMBS DRAMs. Dell believes RMBS is critical with higher performance processors and high bandwidth software applications. Dell expects its corporate customers to demand RMBS when they adopt Windows 2000. Dell's analysis suggests RMBS provides better bandwidth and system performance within a networked environment.