Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: capt rocky who wrote (33241)	10/28/1999 8:55:00 PM
From: jmac	Respond to of 93625

I want answers. I am not happy blindly following general statements. I won't miss the move because I am long. But, I am not happy with the state of affairs. If you are happy getting a general statement and still not understanding the problem, that's OK with me. I am not. They said it would launch in Sept. It didn't. A general statement now simply isn't good enough. I'll hold my stock----until I decide to sell it. In the meantime, I will express the view that corporations need to be more responsible to their shareholders (and not so much to those dam analysts).

To: capt rocky who wrote (33241)	10/28/1999 9:28:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: they did address camino. they said it WOULD ship in VOLUME this 1/4... The Camino chipset can support SDRAM as well as rambus. Some motherboards with camino chipsets do not support rambus, others don't support SDRAM. You are no closer to knowing whether or not rambus supporting camino boards will ship in volume than you were before. That's not saying it was denied in the call, but it certainly wasn't confirmed. It does look like some camino boards with rambus will be out sometime this quarter. But there may or may not be a large quantity. There is some concern now that the market is going to be hesitant to trust rambus based systems - reasonable given what has happened in the past few months. I would expect a gradual ramp up. The problem with this (for rambus) is that once DDR is out there at much lower cost and higher performance, there isn't really much point to rambus. Sorry, Dan