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To: Gary Kao who wrote (94417)12/21/1999 3:55:00 PM
From: Paul Engel  Respond to of 186894
 
Gary - Re: " can you provide your estimated timetable for the sequence of events?"

I'm going to assume that Timna will be launched no later than the August/September Year 2000 time frame.

Assuming Intel does a "standard Intel launch", Timna should ship to OEMs in July or thereabouts, and RAMBUS orders will pick up at that time.

So, look for the RAMBUS situation to BEGIN to perk up - with lower prices - in the July - September time frame - and continue from that point.

Paul