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

To: Steve Lee who wrote (45244)	6/20/2000 1:07:00 PM
From: Jdaasoc	Respond to of 93625

Steve: Intel has cancelled all but one of the motherboards that use RDRAM" I also found that both the long delayed but recently available VC820 and OR840 motherboardshave disappeared from the channel when I checked last night. Estimated delivery dates for more product is not given which tells me it is impossible when to expect more product. You may not like DAN3 but his statement about RDRAM Intel motherboards appears to be correct. Gigabyte, ASUS, and FIC don't appear to be supporting RDRAM either. My opinion that I stated last night is that Toshiba signed new license with RMBS because in the future they need to supply SONY with next generation QRSL, Quad speed Rambus signaling level, IP products. No other DRAM supplier faces the similar dilemna IMO. john

To: Steve Lee who wrote (45244)	6/20/2000 2:08:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Steve, Willamette is at a lot of beta sites now and it is using RDRAM and it is running at full speed. These guys are full of it.