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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (72684)	2/2/1999 11:49:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 186894

Tony and thread, Edelstones take on Camino and RDRAM deployment--FYI from the MS report: Due to the difficulty of delivering the speeds neccessary to support Direct Rambus DRAMs, we believe Intel has encountered normal engineering issues in its attemt to ready its 820 chipset for volume production. Initial samples of the 820 were available at Comdex in November, 1998, and we still believe Intel is on track to introduce a version of the chipset that will support 600MHz versions of Direct Rambus DRAMs towards the end of the second quarter. However, we believe difficult technical hurdles will likely cause upwards of a three month delay in Intel's ability to deliver a version of the 820 chipset to support the full Direct Rambus DRAM spec of 800 MHz. We believe the delay in the chipset that will support 800MHz versions of Direct Rambus DRAMs is the second slip in the overall chipset schedule, and we now expect it to be officially introduced in the third quarter. However, we believe PC OEMs that traditionally act as an early adopter of Intel technology will introduce Rambus-based PCs when Intel introduces its 533 MHz Pentium III in June. Although these systems will not offer the full bandwidth benefit inherent in the Rambus memory architecture, we believe that PCs with 600MHz versions of Direct Rambus DRAMs will offer twize as much bandwidth as PC100 versions when they run bandwidth intensive applications like video and 3D graphics. We expect Intel to offer the next public update of it Rambus development efforts during its Developer Forum on February 23-25 in Palm Springs, CA. From a long term perspective, we believe there is little risk of not seeing the widespread adoption of Rambus DRAMs. However, the complexity of the initial deployment of Direct Rambus DRAMs and Intel's mixed track record of delivering chipset solutions on a timly basis will continue to remain a near term risk during the remainder of 1999. While we believe that our current earnings estimates remain achievable, they will likely be at risk if another slip in the schedule occurs, since we do not believe Intel and leading PC OEMs will attemt to introduce a hot new technology like PC-based DRAMs for the first time during the critical holliday season selling period. MS semi-conference: March 8-10