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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: eddie r gammon who wrote (28050)	3/26/1999 9:02:00 AM
From: J. P.	Read Replies (1) \| Respond to of 86076

Part of that story: (Edit - Appleton partying at Dan Nile's house? Gee, might explain some of the timely and accurate Micron info Niles comes up with -g-) <<Asked on the call when Rambus chips would debut, Appleton bristled. "It's obviously public now that there have been delays -- considerable delays, I guess, from the perspective that when we looked at this two years ago people were talking about Rambus being a '97 product, then a '98 product, then a '99 product," he said. "And it looks like the amount of coordination and effort required to put Rambus into high volume production is not going to happen any time in the next several months so it is clearly something that will take place later this year and into 2000." In response, Rambus CFO Gary Harmon says the current delays push back the schedule by just a few months. When Intel adopted Rambus designs in 1996, the schedule didn't call for roll-out until 1999. And as for the competing technology, "I don't think that will go anywhere," he says. "Samsung was in the same position a year ago," he says. "Now they are very vocal in their support of Rambus. A year from now Micron will be too." So hostile are the two companies to one another that Appleton and Harmon nearly came to blows at a party early last month at the San Francisco home of BancBoston Robertson Stephens analyst Dan Niles, according to separate eyewitness accounts from two people present at the party, who asked not to be identified. These partygoers told TheStreet.com that Harmon cornered Appleton and demanded that he speak more positively in public about Rambus. Asked about the altercation, Harmon said, "We had an interesting conversation. Steve is an aggressive guy and he defended his position as I did for Rambus. But we shook hands after." >>