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

To: MulhollandDrive who wrote (31680)	10/6/1999 11:40:00 AM
From: LKottal	Respond to of 93625

I think the problem is with the motherboard....Intel/Rmbs/Dell all know it ...they do not know how long it will take to fix it or they do not want to come out and commit to a date ...this is just a 100% speculation not based on any facts

To: MulhollandDrive who wrote (31680)	10/6/1999 11:44:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

Betty and thread.....remember that the announcements by the chipmakers need to be read in light of the entire fiasco. First, lots of RDRAM has been made and can't at this moment be sold. SDRAM is in short supply and the chipmakers would naturally gravitate to that seemingly juicy market opportunity. So, they announce they are going to change the lines and produce SDRAM. They are ticked off, of course, because Intel/Rambus has not told them anything about the problem or the fix....so, how do they get Intel to open up and spill what they do know? Threaten to change the lines. Sure, they may do it....or they may be "persuaded" by Intel (read $$$) to hold on a few days or weeks longer. Or, they may get assurances from Intel that when they need to switch the dies again the cost will be covered. With a warehouse load of RDRAM already produced, the change in the lines right now is not as critical as an agreement to switch back when needed by Intel/Rambus. The chip houses have a right to be pissed. They will exert whatever leverage they can. But I do not read any of this other than flexing muscle and leveraging information and money out of Intel. On another topic, there is a wilder swing of opinions and "news" today than any other day since the delay. And the stock remains very solid. HMMMMMM.