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

To: Kiriwuth Path who wrote (32852)	10/25/1999 8:40:00 PM
From: jmac	Read Replies (1) \| Respond to of 93625

Was this a long-ago scheduled meeting or was this something that Intel just arranged? If it is a meeting that Intel recently called, then the 820 has to be on the table and ready to go. If the employment cost index doesn't blow away the bond market and Intel has a positive analyst meeting, then the market will break out of the trading range to the upside and we will have a very good last two months of the year. Lord knows I need a good final two months.

To: Kiriwuth Path who wrote (32852)	10/25/1999 8:49:00 PM
From: Kiriwuth Path	Respond to of 93625

GREAT NEWS: Compaq PC using the 820 chipset was demonstrated today and Intel says there will be SIGNIFICANT performance improvement! We are very close to an official announcement that may be titled, "ALL SYSTEMS GO FOR 820 AND RAMBUS!!!" Later this week, I would expect Samsung, NEC and others to announce that they are resuming Rambus production. Since Compaq just signed a multi-year deal with Micron Technology as the sole provider of Compaq's memory supplies and because Compaq is full committed to using Rambus, I would expect any day now for Micron to announce Rambus validations and start its mass production. Micron also recently said that they were anxiously waiting for Intel to fix the 820 problem. zdnet.com CLIP ---- At an event showing off the new processors this afternoon in San Jose, Calif., Intel officials demonstrated a 333MHz Compaq PC with the new 820 chip set, which was to have launched in September. Intel says the 820 -- with its 133MHz system bus and support for Rambus Dynamic RAM -- will significantly increase overall system performance. Officials reiterated that the chip set will ship this quarter. Pat Gelsinger, vice president and general manager of Intel's desktop products group, said the number of vendors involved in moving to the Rambus technology was not well coordinated by Rambus Inc. and Intel and was at the root of the chip set's delay. Gelsinger also addressed the subject of PC shortages in the upcoming holiday season. "Everything is going to sell out," he said. "Some people who would normally buy won't be able to buy."