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To: Doug M. who wrote (69092)	11/25/1998 12:49:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Although this is the Intel thread, I have to keep a keen eye on my Rambus position too (they are related to some extent). I sold some "extra" Rambus May 80 puts today in anticipation of Camino. I've made a bundle on Rambus leap calls, but I figured I could take in some extra premium (by writing those puts) with a successful Camino roll out. I figured there's little chance that Rambus will be lower than it is today if Camino is on time - I actually have a break even of 68. " I've been making a very nice chunk of change every month writing Rambus puts and I'm almost disappointed I never get assigned <GGG>. Like you I am keeping my eye on any news of Camino. I have a feeling it's going well.... EP

To: Doug M. who wrote (69092)	11/25/1998 3:05:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Doug - Re: "Do you see any potential problems with a Camino delay?" It's hard to say "DELAY" when Intel hasn't given an official Launch Date. Originally, Camino was supposed to be launched with Katmai but for quite some time it has been suggested that the Katmai roll out will most likely occur with the 440BX/GX - late February. This should include a 500 MHz Katmai/100 MHz 440BX I would suspect a system "kicker" will be announced in June/July/August adding a 533 MHz Katmai with a 133 MHz Camino and RAMBUS Memory - or SDRAM memory - since Camino should support both. Paul