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To: The Duke of URL© who wrote (103238)	5/10/2000 1:56:00 PM
From: kash johal	Read Replies (4) \| Respond to of 186894

Duke, re: quantifying the loss I think the loss will be negligible. As I understand it - perhaps tench can clarify if i am wrong. The MB's will need to be replaced. However the "faulty" MB's are still good for use with rambus. So they can just rework the MBs and take off the MTH chip. Worst case maybe a $30 cost for handling etc. So in financial terms it should be a no brainer. And lots of folks won't even bother sending MB's back. regards, Kash

To: The Duke of URL© who wrote (103238)	5/10/2000 4:20:00 PM
From: John F. Dowd	Respond to of 186894

Duke: If it wasn't for the cash then perhaps this is a good point of discussion. Are we saying that the strategy was to ensure that RMBS became the entrenched technology and INTC feels that this has been achieved and it is time to part company equity wise. Hmmm. Are we now discovering that the 820 hub chip is the culprit and not just having too much memory on the board? Or could it be that RMBS is just too difficult to implement and INTC is going to do something else? Is this INTC cutting RMBS loose by severing its sponsorship of MU equity because it now knows that its hub chip has been the problem and not RMBS design? Maybe there is nothing to speculate on. JFD