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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (1017)	2/15/2000 1:11:00 PM
From: Glenn Norman	Respond to of 2039

Yo_Barry............. Re:Timna worries be damned. You are 100% correct......TIMNA has RAMBUS controller! Norman$

To: Barry Grossman who wrote (1017)	2/15/2000 1:47:00 PM
From: Tenchusatsu	Respond to of 2039

Timna will have a Rambus controller on the processor die. That won't change. But Timna-based PCs may start off using SDRAM via a memory translator. This will be the interim solution until RDRAM prices come down (if ever). Tenchusatsu

To: Barry Grossman who wrote (1017)	2/15/2000 2:24:00 PM
From: Alan Hume	Respond to of 2039

Hi Barry, your first article is from May last year, so I tend to be dubious about its current validity. If you read it carefully , it is full of ifs and buts, for example "If Intel follows through with its plan, Timna could drive Rambus DRAMs into the mainstream and stake out a new territory in the low-cost PC space". The article from August 24 does not mention RMBS Timna was originally targeted for a $350 PC. Recently Samsung announced plans for a $200 disposable PC. This pressure would mean that Timna will have to be rethought. In view of the RMBS cost penalty, its presence in Timna can no longer be certain IMHO Alan