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

To: Barry Grossman who wrote (41407)	5/5/2000 3:25:00 PM
From: gnuman	Respond to of 93625

Barry, re: <It seems that Intel doesn't agree with you unless you think "high volumes" are not "significant".> Probably need to put "high volumes" and "significant volumes" in some sort of context. I tend to look at the transitions in the technology/platforms. During the Q4 peak selling season I think Willamette will be a small percentage of total product shipped. It may be "high volume", but how "significant" will it be for Rambus volume in Q4? (It would be nice to know what Intel considers "high volumes" in relation to total volume of products shipped). IMO, the SDRAM based platforms will continue to have major share for some time. (For example, BX/810/815 chip set platforms and Timna). The issue I was addressing was the need for large volumes of Rambus platforms to drive down associated costs. JMHO's

To: Barry Grossman who wrote (41407)	5/5/2000 3:44:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

It should be obvious by now that GP has a "closet bias" against INTEL and RAMBUS and searches only for that which supports his "closet position".

To: Barry Grossman who wrote (41407)	5/7/2000 1:14:00 AM
From: Barry Grossman	Read Replies (2) \| Respond to of 93625

Thread, Otellini's statement that "Willamette machines from a wide variety of manufacturers will be in the market in high volumes for the peak selling season in 2000." implies that there WILL BE adequate RDRAM to go along with them. If Intel believes that the willy intro package is THE product they want on the high end desktop in high volumes for the peak selling season in 2000, then they ought to be completely sure RIGHT NOW about RDRAM availability in 3Q00 & 4Q00. How does Intel know that there will be enough RDRAM to go along with those HIGH VOLUMES of willys? If I were Intel, if the OEM's were not ordering RDRAMs for estimated willy 2Q00 production, I'd be be ordering the RDRAM's myself and not waiting for the OEMs. Could not Intel sell willy, rdram & tehama - the whole shebang - as a package to the OEMs? Didn't Intel do this kind of thing in the past? I recall that they bought dram in the past themselves in order to guarantee availability when they wanted to sell processors. In fact, they were caught with overvalued inventory as the price of dram dropped suddenly and they had to write off a large inventory loss. I expect that he who has the willy-rdram-tehama pc on the market during the peak selling season in 2000 will wish they had more. Speaking as a consumer, I would be buying that combo from whoever had it at the lowest price. Probably DELL. JMHO. Barry