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

To: Dave B who wrote (30796)	9/27/1999 10:31:00 AM
From: Allen champ	Respond to of 93625

Posted 27/09/99 11:55am by Linda Harrison (the Register) Intel comes clean over i820 delay Intel today confirmed the indefinite delay of its i820 chipset, while launching the i810 chipset and two new Pentium III processors. Chipzilla came clean this morning -? when everyone had been expecting the i820 to put in its first appearance -? saying there were errors in the memory configuration. Reports of the delay started to leak out on Friday. In a statement, Intel said: "[Intel has] delayed the introduction of its Intel 820 chipset due to platform validation issues that may result in memory errors. "Intel is working to identify and validate solutions to these issues and will introduce this chipset after they have been resolved," it added. An Intel spokeswoman said the issue involved the three memory slots in the chipset. Faults, discovered late last week by Intel, occurred when all three slots were at full capacity. According to the Intel Insider, root of the problem is proving elusive: "We are working round the clock to fix the problem," she said. She then came out with one of the year's best under statements: "This happened at the very last minute -? which we weren't expecting." "We don't know the cause of the errors. But we want to resolve the problem as soon as possible." Some systems builders in the UK have been warned the delay could last for months, sources told The Register. Intel was unable to give a date when the chipset would start shipping. It would not confirm if the delay would extend beyond Christmas. However, The world's favourite chipmaker, today launches two new Pentium III processors, the 600MHz and the 533MHz., each supporting the 133MHz bus. Intel also launches a new chipset, the i810E. This features built-in, better graphics performance. It supports 133, 100 or 66 MHz front side bus. And it runs on PC100 SDRAM for main memory. The two microprocessors, priced in 1,000-unit quantities at $615 for 600MHz and $369 for 533 MHz, and the 810E Chipset are now shipping in production volumes. The Intel 810E chipset is priced at $39.50 in 10,000-unit quantities, . ©

To: Dave B who wrote (30796)	9/27/1999 10:33:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Dave, I picked this up from the INTC thread... Latest as of 9:04 EST on Rambus, Camino. Rambus Confirms Delays In Intel 820 Chips Filed at 9:04 a.m. EDT By Reuters MOUNTAIN VIEW, Calif. (Reuters) - Rambus Inc. Monday said it is working to resolve several bugs with Intel Corp. and leading personal computer makers on upcoming Intel computer memory chips using Rambus technology. In a statement, Rambus said that 'some issues' have been identified in testing of three modules of Rambus-based computer memory that are part of the highly anticipated, but already behind schedule, Intel 820 chipset, code-named Camino. Speculation that Rambus was having trouble making its technology work with the new Intel chips had contributed to a sharp decline in Rambus shares Friday, as the stock lost more than 15 to close at 71-1/8. In pre-open trading Monday, the stock fell another nearly 8 to 63-1/2. Analysts also cited concern over a recent uptick in overall memory prices as another factor that could hurt Rambus stock. In a further blow Monday, Morgan Stanley Dean Witter cut its rating on Rambus to outperform from strong buy. Rambus said it continues to work on testing personal computer compatibility of its memory technology with Intel and personal computer makers such as Dell Computer Corp., the world's No. 2 personal computer maker, and Toshiba Corp., the leading notebook PC maker. Executives from Intel and the PC makers were quoted as saying they were committed to continuing to work with Rambus. An Intel spokesman stressed that the issues were related to implentation of the technology in specific computer designs, not with the Intel chips themselves. 'Some issues with platforms supporting three RIMM module connectors have been identified, and Intel, Rambus and the OEMs are working to quickly resolve them,' Rambus said in the statement. RIMM refers to a type of Rambus-based computer memory chip. OEMs are PC makers. 'The testing has shown that some configurations have issues relating to the combination of the memory system components, module configurations, and motherboard design,' the company said.

To: Dave B who wrote (30796)	9/27/1999 10:42:00 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Dave B: >>I missed the shift in blame. << Dave, I'm reading between the lines. I'm looking at the price of Intel and Rambus. For such a major launch as the 820 to have fizzled and Intels stock being up 2 1/2$ tells me something. Intel's not claiming any fault on their end. Everything I'm reading and listening to points to a problem with Rambus. On Friday Rambus claimed they don't have a problem. Maybe I'm not thinking right because I'm so P###ED! CLIP: "Intel is committed to working with Rambus, the Direct RDRAM(TM) suppliers and its customers to validate the Intel 820 Chipset, and the systems that use it, as soon as possible," said Pete MacWilliams, Intel Fellow. "Intel believes RDRAM is the memory solution that will provide the best performance with today's high-performance microprocessors." RDRAM HAS ALREADY BEEN VALIDATED. NOW WE HAVE TO WAIT FOR THE CHIPSET TO BE VALIDATED. WELL SHOULDN'T THAT HAVE BEEN DONE BEFORE THE LAUNCH?