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

To: richard surckla who wrote (30645)	9/25/1999 11:48:00 AM
From: John Walliker	Read Replies (1) \| Respond to of 93625

richard, John, so you are saying that the problem does not lie with Rambus, but with Intel or some where else. Is that correct? I have no idea where the problem lies. However, I believe that Rambus have gone to enormous lengths to ensure that their specifications deal adequately with worst-case situations. The evidence for this is on their web site. I also believe that whatever may be going on now, the case for Rambus is still compelling. John

To: richard surckla who wrote (30645)	9/25/1999 12:45:00 PM
From: kash johal	Respond to of 93625

Richard, Re: "where does the problem lie" Well I think the facts are becoming clearer anyway. 1. There is NO problem with the RDRAM memory in the sense that would stop short term shipments as we had anticipated. Folks can argue about the fact that RDRAM pushes the limits in manufacturing and this is a problem. But this has been known by everybody that 800Mhz systems need care and there likely would be glitches. 2. The problem is with a PERCENTAGE of the boards using 3 RIMMS. Now we have heard edelstone talking about 1 board out of 185 that is bad. Niles and co have intimated "bugs in camino" that would lead one to believe that we are looking at a camino redsign and so a Q1 2000 restart. Now the TRUTH is clearly somewhere inbetween. And the latest quotes seem to suggest that Camino will STILL be launched - maybe only with 2RIMM systems. And OEMS will vary on introduction. Some OEMS may have a 2RIMM board and these will be fine. There may well be some workaround to disable the 3rd RIMM in which case boards can still ship. I get the impression that HP is in the best shape. That CPQ/Dell bet on the 3RIMM and are screwed. I think it unlikely that CPQ/Dell would ship reworked boards. So these may be offloaded to tier 2/3 suppliers. However even in this case 2 RIMM boards can be ramped up in 30-45 days in time for Coppermine launch. Overall not a pretty sight but not anywhere as grim as some folks made it out to be. As far as the 50C close to RIMM memory this is clearly a problem. Again they are pushing the technology to its limits. CMOS will work fine even up to 125C but is usually only speced to 70 for commercial apps abd 85C for industrial. regards, Kash