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

To: pompsander who wrote (34716)	11/16/1999 11:39:00 AM
From: Dave B	Respond to of 93625

Paul Otellini being interviewed on CNBC right now. Rene San Miguel dived right in to Rambus. Said that Dell said they were hurt this quarter by the shortage. What was the problem? Otellini says that they probably tried to do too much at once -- graphics, memory, everything. Intel has now said "This is it. Rambus is the standard." Otellini says yes but we still have to get production ramped up and get RDRAM down in price. Then went on to discussions of lack of processors (700 Mhz), and diversification.

To: pompsander who wrote (34716)	11/16/1999 12:17:00 PM
From: John Stichnoth	Respond to of 93625

I think Tench had it right, when he said that the pop already occurred when Intel leaked, or pre-announced a couple of weeks ago. The Comdex goings-on have brought no new revelations. When shipments ramp up, and there are indications of substantial market share inroads, then we'll see another pop. Best, JS

To: pompsander who wrote (34716)	11/16/1999 12:53:00 PM
From: kash johal	Read Replies (2) \| Respond to of 93625

Pompsander, Re:"worried by the price action" I think Intel has fluffed the launch again frankly. They are having yield and supply problems with the coppermine processors. Current estimates are for 2-3M Coppermines this quarter. And probably only 10-20% of those will be with RDRAM. As the split between CC820 and VC820 seems to indicate. So it is likely Q1 2000 before rambus really hits the road. Once the Coppermine debacle becomes clearer you may see price go back to 70's IMHO. It won't rise until availibilty really picks up dramatically and thats likely to be Q1 2000. regards, Kash