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

To: richard surckla who wrote (33222)	10/28/1999 7:28:00 PM
From: jmac	Read Replies (4) \| Respond to of 93625

I am sorry but I wholely disagree with you. Yes, intel and Rambus will survive. But, I am an owner in each of these companies. They messed up big time. That was a month ago. Yet, nobody in an official capacity has explained the problem. The hell with the "egg on their face". The egg is there and an expanation is warranted. Not later when the problem has been fixed. Now, when investors have to invest. Full disclosure. Full information. If you like to blindly invest, that's fine. But, you're response to me is unbelievable. you hit a nerve. it's ok to mess up, your're not accountable, we'll fix it so leave us alone? heck of an approach.

To: richard surckla who wrote (33222)	10/28/1999 7:33:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

richard: From what I saw from Tech Data's and Ingram's ording patterns which have not been delivered yet almost 90% of 820 mobos will be Cape Cod (CC820) that support only SDRAM. 10 % will be Vancouver (VC820) that support RDRAM. The the 840 chipset mobo Outrigger (OR840) represents about 10% the volume of of 820 chipset products. Don't get carried away yet.

To: richard surckla who wrote (33222)	10/28/1999 8:09:00 PM
From: gnuman	Respond to of 93625

Intel WebCast When asked to comment on Intel's future support for memory what I heard Paul say, (paraphrasing), "I can only repeat what's been publically stated. Intel will continue to provide chip sets that support SDRAM, RDRAM and future technologies." Sounds to me like they are giving the customers their choice. BTW, the webcast was very well done. All companies should use this technique for analysts meetings. Wonder how many were logged on from around the world.