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

To: Glenda King who wrote (32479)	10/21/1999 11:47:00 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Glenda: Please when you get a chance to Dell conference call. webevents.broadcast.com There are two RMBS segments one at minute 13 and one later in the call. First one reiterates "when not if" statement the second segment which I didn't replay a second time so I don't remember exactly where it occurs. Dell talks about memory shortage when 0.18 mu. Intel microprocessors are released in 4Q. Listen to it and see what you think that means. My interpretation is that RDRAM will be in shortage when CuMine ships with 820 or 840 chipsets. john