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

To: Ibexx who wrote (2949)	2/6/1998 5:10:00 PM
From: RB Smith	Read Replies (2) \| Respond to of 93625

To all . . . Have been a silent thread watcher for quite a while and have been long RMBS (s/s @ $42 and s/s @ $52) for equally as long. With this news of the strong relationship between INTC and RMBS continuing and development ahead of schedule, I was just wondering where is everyone's disinformation friend, Edgar Costello (see post #2806; #2803; and previous). Seems that his information was a little off base. "Just the facts" RB Smith

To: Ibexx who wrote (2949)	2/7/1998 12:48:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 93625

Thread, The following are comments by Paul Engel on RDRAM and the Intel/Rambus relationship. As you probably know, Paul is a highly respected expert on semi-conductors and the resident "high priest" of the Intel thread. _______ To: Ibexx (47376 ) From: Paul Engel Saturday, Feb 7 1998 12:31AM EST Reply # of 47386 Ibexx - Re: Intel and Rambus Intel will be using Rambus - D memory devices on their Katmai processor and associated chip set CAMINO. Although Intel is talking about early 1999 for a Katmai/Camino introduction, I have a feeling Intel will be "just a little ahead" of that schedule with actual devices. To that end, Intel will most likely be trying to procure RAMBUS memory devices in some quantity for system design/check-out/debug in late Q1 or early Q2 of this year. As Intel pursues these devices, the actual status of Katmai and Camino will become clearer, as well as Intel's commitment to RAMBUS. I suspect we will be reading unofficial "leaks" about Katmai systems well before the end of this year. In fact, these "stories" should help propel the company in Q3/Q4 of this year. Paul _____ Ibexx