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

To: REH who wrote (15555)	2/13/1999 11:10:00 AM
From: Alan Hume	Read Replies (3) \| Respond to of 93625

Hi REH I think this is now forth time that I write that Edelstone KNEW about the delay when he "cleverly" (ha ha) downgraded RMBS. the guy is NOT a genius, he just has good contacts. That his ploy was transparent and this delay was coming was obvious. Sorry to put it so bluntly. INTEL have their CURRENT sales nearest to their heart, and therefor will never announce or confirm a delay of a new product. The 600 MHz being "on time" is cold comfort and will buy us little. If I read the picture correctly, the 600MHz requires the 64/72 RDRAM configuration which I believe only NEC is currently scheduling any significant volume Alan

To: REH who wrote (15555)	2/13/1999 1:28:00 PM
From: MileHigh	Respond to of 93625

REH, * There's nothing new. Just more confirmation that Camino will be delayed <gg> Where there is smoke, there is fire. * Camino delay has not been confirmed by Intel Come on REH, just like they won't confirm a release date, they are not going to confirm a delay except in a formal anouncement-- 2/22 IDF will give us formal anouncement of Camino delay. * 4/5/600MHz version also uses Rambus designs This sounds like a big hit- slower than 800MHz but only 10% lower in cost than 800 MHz with no know OEM demand for slower versions. * ME also said he expected the 600MHz version to be on schedule 600 MHz sounds like a "fill in" measure since they are behind on 800 MHz- again with no known OEM demand. Since when have we been discussing a 600 MHz intro? And this thread is very well informed. Unsubstantiated hype can be dangerous! Regards, MileHigh