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

To: Brian1970 who wrote (32754)	10/24/1999 6:14:00 PM
From: jmac	Respond to of 93625

Brian, this was posted hours earlier. It has many on this thread confused. I am one. Seems like everything is rosey for Rambus. BUT, The Register is anything but friendly to Intel or Rambus and the story ends calling this a far greater debacle for Intel that the bug that hit a couple of years ago. The conclusion doesn't jive with the text of the article. I guess we'll see how the market handles all of the Intel news released by intel tomorrow tomorrow.

To: Brian1970 who wrote (32754)	10/24/1999 6:57:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Strange whiff surrounds Intel's great i820 shambles... I am skeptical about this particular register story - I wonder if it came from the willamette in January source. <<<The Intel mistake is confined only to its motherboards and not to third parties, but the essence of the allegation is that as a result, Santa Clara pressed the stop button on all mobos using the i820 chipset, while it attempted to fix its own problem, calling all third party mobos in for qualification.>>> Compaq had no compunctions about shipping profusion based systems when Intel was having trouble with theirs, they even bragged about it. Why should they behave differently with camino? <<<Samsung, which has received large investment from Intel, and is a senior member of the Seven Dramurai, also has its own technical problems with Rambus. Other manufacturers of the RIMMs, even if they are members of this select club, do not have these problems.>>> Samsung is the only memory fab that hasn't had problems with rambus production (at least, according to the various hints that have surfaced). And all of the rumors about the 820 problem say it's the bus not the RIMMs and the release of carmel seems to confirm that. Dan