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

To: Alan Bell who wrote (18602)	4/13/1999 10:37:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Alan, Please give your opinion on CC question- did that sound as if Camino will support SDRAM- PC133? Just checking.. TIA, MileHigh

To: Alan Bell who wrote (18602)	4/13/1999 10:41:00 PM
From: Alan Bell	Read Replies (1) \| Respond to of 93625

Another relevant question - David Wu with ABN Amerow Q. Yes, hi, can you help me with a couple. First one is on the Rambus and the 600Mhz Pentium III sometime next year. There is a lot of confusion about which particular memory architecture will win in the 1999 fourth quarter and into the year 2000. Paul, do you really need Rambus to take hold in the marketplace to do 600 plus microprocessor speed of Pentium III next year and if not what is your fallback plan (Another question about capital spending) A. If I understand your first question, David, it was is there a fundamental connection between taking Pentium III to 600 Mhz and above and the requirement for Rambus. And, I don't think I would catagorize it as a requirement, I think that we certainly can take with the BX platform to 600Mhz and above at a 100Mhz system frontside bus with no problem. The 820 chipset gives you a number of new features one of which is rambus support. And so I think the 820 will also take advantage of its feature set. The fact it is at 133 Mhz frontside bus to be able to scale up, independent of Rambus, with the sdram option as I talked about earlier. Having said all that, I think that Rambus is important. It does yield net more performance ergo the net best performance and is important to us certainly as we go into 2000 for speeds as we get well above 700Mhz.