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

To: jhg_in_kc who wrote (31998)	10/12/1999 6:14:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Intc Conf. Call: They continue to do validation testing. They do not expect to have to roll the silicon, and expect to ship the 820 in Q4. Dave

To: jhg_in_kc who wrote (31998)	10/12/1999 6:18:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

From the conference call: re 820 chipset, Intel: I'm glad you asked that question. first point - none of the .18 micron microprocessor shipments are going to be curtailed becuse of the 820 chipset delay because the BX chipset and the 810E chipset both will be in high volume production and both can be used. "On the 820 chipset, we are continuing to validate it and at this poing no silicon is needed to be modified and when we finish validation in the course of the fourth quarter, it will be released."

To: jhg_in_kc who wrote (31998)	10/12/1999 7:34:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 93625

Sounds like cutting off your nose to spite your face. When you have an alliance partner, you don't wish or cheer ill will that befalls them. From trying to weigh all the tech analyses that's come into this thread, it sounds like Rambus technology is not the be-all and end-all for PC memory that it was cracked up to be. For performance, cost and difficulty to implement reasons, I'd say Rambus needs Intel one hell of a lot more than Intel needs Rambus.