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

To: unclewest who wrote (30492)	9/24/1999 3:06:00 PM
From: Richard Habib	Read Replies (2) \| Respond to of 93625

From Kash on Intel thread Unclewest, Just listened to Dan Niles on www.vcall.com He talked about Intel and Rambus: Re: Intel yes 2M pc reduction to 29M. This is still 8% growth just not 25% growth like most analysts predicted. Re: Rambus - problem isn't rambus. The camino chipsets are buggy. Nothing for 1-2 quarters on camino. He is alleging it is an intel design problem. His read is different from CNet article. That article stated it was a MB problem. If it is a chipset problem we would be looking at 6-8 weeks for redesign and rebuild samples. Then another 6-8 weeks to build production so Q1 2000 would be earliest. As far as the stock - if it is simply reducing RIMM modules on MB then this is no big deal. MB's can be redone in 30 days. If its a chipset issue - then Rambus is likey dead. PC133 is the way everybody will go. regards, Kash

To: unclewest who wrote (30492)	9/24/1999 3:07:00 PM
From: Don Green	Respond to of 93625

> why was edelstone not informed? or was he? why no msdw downgrade? and the other analysts..where are they? I imagine he hates being one upped by Niles. Also likely both are giving their people some time to sell??? Don