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

To: Richard Habib who wrote (30494)	9/24/1999 3:14:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Kash, 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. I spoke with my HD friend before the ZDNet article came out and we explored a couple of scenarios. His final "gut", however, was almost exactly what you posted from the Niles talk. Based on the problem being driving 3 RIMMs instead of 2, it sounded to him (he's hypothesizing, remember) like a Camino problem, specifically the drivers. If it was a Camino problem, he guessed that it would take 3 months to fix. The motherboards that have been built to date would have to be scrapped, since the chipsets are usually surface-mounted. Dave