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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (7266)	9/30/1999 6:47:00 PM
From: JohnG	Read Replies (2) \| Respond to of 54805

Early purchasers earn their risk premium by sleeping w/ stories like this one. True or not, it ruins your evening. JohnG To: jmac who wrote (31265) From: Guy Peter Cordaro Thursday, Sep 30 1999 3:20PM ET Reply # of 31282 I also read this: Hi guys, I'll get in early and assure that I am neither short nor long RMBS (although puts are looking very interesting) - I'm just into signal integrity stuff a bit and the story caught my interest. I am quite sure that Intel was not still testing the system up until last Thursday so I think that at least 'some' people at Intel would have known about this ages ago. I checked again with my source about whether 'cancelled' meant that the current chip was stuffed but that a redesign was in progress. Here's what he had to say: Intel's working on their exit strategy right now. It's all about saving face, but Camino is dead and the whole Rambus programme with it. I asked whether Rambus will ever get going. He said: It's dead. Die-size penalties are over 25%, yield is less than 50%, and performance is less than PC100. The memory makers are dropping it. Some are even paying out a half-million a pop to get out of their contracts. Juicy stuff - I believe him - many of you wont. Anyway that's all I know. Have a nice day. Horrorman I don't like this slant. Can anyone comment!