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: Jdaasoc who wrote (41817)	5/9/2000 10:30:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

I think they are planning to go to Willamette and Tehama for the next round. I think they decided to skip Camino2 and the 840 update. I believe there was a release on this over the last couple of weeks. The Taiwan manufacturers can manufacture the high clock speed motherboards but they need to beef up their design rule groups, manufacturing engineering groups and make sure they have the right cad tools and test and measurement equipment to manage the mother board manufacturing. They are expecting to ship Willy in volume this year. This will effectively neutralize Dunderbird and Splitfire platforms from AMD (which are not out yet either).