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To: Don Green who wrote (32054)	10/13/1999 5:18:00 PM
From: Jdaasoc	Read Replies (3) \| Respond to of 93625

Don: All three major distributors confirmed today that 10/25 for everything. CUMine CPU's @ 73,3 820 and 840 chipsets. We are good to go Santa Clara john

To: Don Green who wrote (32054)	10/13/1999 6:48:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Just to keep everyone up to date on who is considered in the KNOW! Institutional Investor All-Star Team iimagazine.com #56 Mark Edelstone Morgan Stanley Dean Witter electronics/semiconductors

To: Don Green who wrote (32054)	10/13/1999 8:28:00 PM
From: jackmore	Read Replies (1) \| Respond to of 93625

Don, Thread, Re:(1) At the time, Intel said it would have to resolve platform validation issues before it couldan ship the 820 Intel. But these problems have apparently been resolved seems to have fixed those problems, according to those familiar with the company. , and has put its manufacturing partners on alert. Now the word is that the reworked Camino-820 design will have a two-slot module implementation. AND (2)There are a lot of different combinations that need to be tested and Intel is going to exhaust all tests before launching this product," says Mark Edelstone, semiconductor analyst with Morgan Stanley Dean Witter. And even if everything works, it is unlikely that Rambus-based PCs will hit the shelves before the first quarter of 2000, he says. Re(1)Does anyone have any info on the number or fraction of boards that were to be three slotted? Or which OEMs were planning 3-slot models? i.e. what the impact might be of having ONLY two-slots? Re(2)Assuming 10/25 holds for 820 launch, whether Eddie's assertion that PCs will not hit shelves until 1Q00 is reasonable or not? Seems like Dell could ship direct to customers sooner. Still floundering, jack