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To: Apollo who wrote (33371)	10/19/2000 12:08:51 PM
From: Bruce Brown	Respond to of 54805

Nice report on the EMC CC, Apollo. BB

To: Apollo who wrote (33371)	10/19/2000 2:17:53 PM
From: nosmo_king	Read Replies (1) \| Respond to of 54805

Sir Apollo, Nice summary, thanks. It's interesting to note that much of what was in the conference call was discussed here! One point was particularly interesting, though: "Only EMC presently provides a complete end-to-end solution for storage, from high end to low end." I was unaware of this, and it is something that was re-emphasized in the Q & A session at the end of your report as well. This is not well advertised in, at least, their website or newsletters. It seems that this is an important distinction, and helps to secure EMC's lead in storage. Also, that there was "Little or no mention of Network Appliance" is something I've noticed, anecdotally, in my conversations with a neighbor, a member of EMC sales. He does not perceive NTAP as significant competition, which, to be honest, kinda blows me away. BWDIK, nos

To: Apollo who wrote (33371)	10/19/2000 5:00:39 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Intel talking trash about Rambus: e-insite.net Rambus Was A Mistake, Says Intel’s Barrett... By Steven Fyffe and Paul Kallender, Electronic News Oct 18, 2000 --- It was a bitter-sweet day for Rambus Inc., Mountain View, Calif., with the announcement of record earnings overshadowed by harsh words from Craig Barrett, Intel Corp.’s president and chief executive officer. “We made a big bet on Rambus and it did not work out,” Barrett told Financial Times at the eXCHANGE e-Business Summit in San Francisco last week. “In retrospect, it was a mistake to be dependent on a third party for a technology that gates your performance.” Barrett also took a swipe at Rambus’ campaign to extract royalties from DRAM makers for SDRAM and DDR memory technology that competes with Rambus’ own direct RDRAM. “We hoped we were partners with a company that would concentrate on technology innovation rather than seeking to collect a toll from other companies," he said. Analysts said Barrett’s words had a ring of finality to them. “It’s pretty much the kiss of death,” said Bill McLean, president of IC Insights. “When Intel’s backing goes away, Rambus is really in big trouble.” Rambus stock survived Barrett’s negative comments, buoyed by a record fourth quarter earnings announcement. Revenues for the quarter hit $26.9 million, up 52 percent from the previous quarter. Barrett said Intel would “let the market decide” whether or not it wanted RDRAM, earlier in the year at the Intel Developers Forum. It looks like the market has decided, said Bob Merritt, director of emerging markets at Semico Research Corp. “This comment is a natural follow on,” Merritt said. “Intel is obviously unhappy.” Others interpreted Barrett’s comments to mean that Intel had failed rather than Rambus. “I would say Craig is probably right,” said Steve Cullen, an analyst with Cahners In-Stat Group. “He didn’t say it was the wrong technology. Intel tried to execute it in a way where they did not have control.” Intel threw money at the technology, but didn’t focus on developing, assembling, manufacturing and testing, Cullen said. Despite the disparaging comments, Intel is locked in to using Rambus technology, at least until 2003, said Bert McComas, founder and principal analyst at InQuest. “All this blood is over the walls and everybody including Intel is suffering and Intel comes out and says the Rambus strategy has failed, but we can’t do anything about it. We can’t engineer our way out of a paper bag. “If you can see that it’s a failed strategy now, what is keeping you from pulling out? Of course, their answer is that they have contractual obligations.” Hyundai Electronics Industries Co. Ltd. announced today it had amended its complaint against Rambus pending in the United States District Court in San Jose and was seeking treble damages from the Mountain View, Calif.-based company. It is also asking the courts to step in and offer “injunctive relief” for Rambus’ violation of antitrust laws, as well as an order from the Court that certain Rambus patents are invalid, unenforceable, and not infringed by any Hyundai products. In the amended complaint, Hyundai Electronics U.K., Ltd. of Surrey, United Kingdom, and Hyundai Electronics Deutschland GmbH of Raunheim, Germany, have joined the action as co-plaintiffs.