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

To: MileHigh who wrote (19763)	5/9/1999 12:54:00 PM
From: Rosemary	Read Replies (3) \| Respond to of 93625

Mile, Thanks for the Mom's day message. But you have the wrong person here to be talking about Intel's disclaimer. I was one of the few privileged people to happen into Dell stock in January '96. I knew nothing. Fresh out of the mutual funds, Fidelity Magellan. That was when the Manager thought the sky was falling so he went into bonds, or cash and watched the market rise up beneath him. We have here a twice in a lifetime exposure to a company that may have everything cooking. All the burners. That's why we are suffering though all the "press", as Dell did in those early days. You see, I listened to those naysayers. Not any more. Those days are gone forever. When you got it, you know it. No more disclaimers. This is it!!!

To: MileHigh who wrote (19763)	5/9/1999 4:54:00 PM
From: Doug M.	Read Replies (2) \| Respond to of 93625

"The Sept date may happen, it may not. I have heard nothing from INTC that it is or is not happening." Mile, do you expect Intel to get on the phone and give you a call about the Camino ship date? Listen to Paul Otellini (EVP and General Manager, Intel Archicture Business Group)on the Intel web site during the Spring analysts meeting. He makes repeated mention of the 820 chipset being available "this year" and he also mentioned it another time stating it would be available "later this Summer". He spoke for a good 45 minutes and made several statements about RDRAM and in no way did he indicate it wouldn't be available with Intel support later this year. Also, go to the Q+A session at the end when the intel execs respond the the RDRAM question. Otellini chimes in and states that when RDRAM debuts Intel has decided to take advantage of the whole distributional yield and support slower speed versions. This is called the down bin solution where they will support 700mhz RDRAM if they have to. Obviously, Samsung is the leader with RDRAM now and they will have fully functional 800mhz parts ready in time for the launch. Never underestimate Samsung's commitment to RDRAM - they are a major world DRAM player with 20% of the market. The other Korean companies like LG Semi and Hyundai (about to merge soon) are just as religious about keeping and staying at the cutting edge of technology. All together, these Korean companies control about 40% of the world memory market. Otellini could have ducked the question about RDRAM and he could have chosen not to even give his input after Barrett, but he did. Otellini also could have mentioned the SRIMM option but he didn't. The SRIMM allows SDRAM to be used with the Camino chipset and Intel made this very clear at their developers forum back in Feb. If anyone thinks the SRIMM is a new development they've been asleep. Furthermore, the SRIMM is a pretty lame substitute for the RDRAMM RIMM for technical reasons. That's probably why Otellini chose to ignore it an talk about the down bin option if it's needed. When it comes to Rambus, they have repeatedly stated that the reason for the three month delay was due to a lack of supply of RDRAM not a problem with the 820 chipset. With Samsung and the other Korean companies not too far behind we should have a good supply RDRAM for the fall. The RIMM suppliers like Tanisys are also ready. As far as Micron is concerned, they are obligated to make "X" amount of RDRAM due to their contract with Intel. I'm sure this "X" isn't trivial either. Intel's not stupid, Micron has to make the RDRAM weather they like it or not. Intel's going to get something for their $500 million. I believe they aren't supposed to be a factor until later in '99 and into '00. MU will ramp up fast however, because they have the latest equipment. Steve Appelton (the Micron CEO)will have little choice but to embrace RDRAM later later this year or early next year in a way that goes beyond Intel's commitment. If he doesn't the Koreans will literally be kicking his ass! Memory is a major, major business for them and they want to win with cutting edge technology. Appelton will have to keep up with the Koreans (not to mention the Japanese)no matter what. If he chooses not to, I'm shorting the hell out of MU. Of course, all of the above will happen due to the technical superiority of RDRAM. Intel needs RDRAM b/c they're pushing the envelope so hard. Their transition to .18 micron is happening very fast and at this time next year we will have a minimun 700 mhz with lots of graphics requirements (AGP 4X). Intel knows this and they're preparing the industry now. Current SDRAM is a dead end technologically. Furthermore, I'll believe DDR2 when I see it. Tenchusatsu, if you're reading, Gary Harmon (the Rambus CFO) said last week that he'd be very surprised if Intel didn't incorporate RDRAM controllers directly on their CPU's eventually. He said it's almost an inevitability. People like Stuart Steele understand this, others like Marcy Burnister will remain poor. Good luck to all longs, Doug