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

To: richard surckla who wrote (18105)	4/2/1999 6:06:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 93625

Richard, The transition, however, will be slower than Intel and Rambus Inc. had hoped. Low yields on the 800-MHz memories spawned plans for a 600-MHz speed bin, which compromises performance significantly. Because initial production volume will be low, prices will be high. And Intel's first chip set to support Direct RDRAM is rumored to be delayed until September. Looks like two separate problems: low yields on the 800 MHz RDRAM chips on the part of the DRAM vendors, and delayed development of the Camino chipset at Intel. Wonder which will become the critical path. Tony