Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Green who wrote (30558)	9/24/1999 6:51:00 PM
From: Richard Habib	Read Replies (4) \| Respond to of 93625

"The Intel 820 launch will not happen Monday," said Jon Weisblatt, a spokesman for Dell Computer. The 820 "Camino" chipset is a package of chips necessary to use Rambus memory. "Dell engineers have determined that the 820 platform is not production-quality ready," Weisblatt said. Don, I'll tell you, I haven't been whipsawed in a long time but I'm feeling a bit uncomfortable. This story is mainly attributed to this Dell fellow and Glaskowsky. We already knew Dell had a problem. The CPQ and HP comments were unattributed. Now Intel is saying they won't comment on a product not released and if we can believe Unclewest sources, Intel has not changed it's plans. If this turns out to be a fud attack, not even my heavy bag will help. Rich

To: Don Green who wrote (30558)	9/24/1999 6:58:00 PM
From: Richard Habib	Respond to of 93625

This from you know who - Intel tells OEMs camino delayed, Intel won't comment. Who knows. I should have been a real estate agent. Posted 24/09/99 5:28pm by Linda Harrison i820 derailed as Intel goes Rambust Intel has delayed shipment of its i820 chipset due to problems with Rambus, leaving PC builders dreaming of a Whitney Christmans. The chip giant today told systems builders that it would not start shipping the i820 on Monday – the planned launch date. The i820 chipset – called "Camino" - is needed for the use of Rambus memory, which also suffered a set back to its launch date earlier this year. No new shipping date was given for the i820 chipset, but one source was told by Intel that it could be a matter of months. This means that Intel's first range of Camino-ready products – codenamed CapeCod – will also be delayed. Earlier this week it was reported that Intel had acknowledged a problem with the Rambus memory technology. According to CNET, the motherboards have three memory slots, but Intel is now saying there should only be two. This third unused slot could lead to data being lost in transit between memory and the main processor. Intel said it was aware of the comments about the chipset, but was as yet unable to comment on whether the launch date would go ahead as planned. ®

To: Don Green who wrote (30558)	9/24/1999 7:04:00 PM
From: capt rocky	Read Replies (2) \| Respond to of 93625

don, just when i thought we had you converted, you turn out to be right. the tip off was , with 5 days to go for launch, the stock was stalled at 91 + or -. the idea that intel didn't know till yesterday that 3 rimms wouldn't work and that 2 would, but the performance wasn't there is ludicrous. intel should be put on the carpet by wall street and the sec. i got out on wed. am . i took a little bath but not the full monty. no movement, on no vol., with a major launch due in 3 days, was enough for me . also mu has still not announced that their rmbs tech. has been validated.i still believe rmbs is the memory for the future but i will not take "shit happens" for an excuse. they (intc and rmbs)knew, and didn't warn. shame on them. the lawyers will line up . rocky

To: Don Green who wrote (30558)	9/24/1999 7:28:00 PM
From: Bilow	Respond to of 93625

Hi Don Green; Re those lawyers... It probably isn't the fault of INTC management. I have no doubt that there were people at INTC who knew that a disaster was in the making, but they were not the guys who either put out press releases, or even ask that press releases get put out. The basic fact is that humans have an almost incredible problem communicating with each other, and this applies to a business as much as anything else. I am reminded of the time at Renaissance GRX, (which made graphics boards) when I was asked to fix the defective design of a 25.7MHz graphics card, and also to alter the design so that it would work at 60MHz. They wanted a design change that could be implemented by "cuts and jumpers." The suggestion was silly, so I told my boss that what he was asking for was impossible. He asked me to continue looking into it. He told the Vice President of Engineering that "Carl is looking into it." The Vice President told the CEO "We'll have the fix within two weeks." The CEO then told sales to go out and sell the product. This is the nature of imperfect humans, and that was a chain of only a few people. Imagine what the connections in a big company like INTC must be like. Human life is short, and it usually isn't possible for one human to transmit, to another human, knowledge of some technical issue. On the rare occasions when such transmission occurs, we call it "learning", and it is a rare and beautiful miracle. To expect it in everyday business relations is to expect the impossible. -- Carl