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


To: woodside who wrote (21548)6/3/1999 12:39:00 AM
From: woodside  Respond to of 93625
 
Camino Making Good Progress

Marcy said in "A Checkup on Rambus", 5/13/99 (#20281):

... Over the next several weeks, those keeping an eye on the new
Rambus-based chips can see early signs of progress.

Late May
Intel will test its chipset for flaws, says Steve Cullen, memory
technology analyst for Cahner's In-Stat Group. This should take a
week or two.

Early June
Only when Intel is certain the chipsets work will it send samples
to PC makers, such as Hewlett-Packard (HWP:NYSE), Compaq
(CPQ:NYSE) and IBM (IBM:NYSE). "Intel will want to announce
this or at least let it leak out, so that people will believe Rambus
will really happen," says Cullen.


Mid-June
Makers of memory modules will announce certification by Intel so
they can ship the components as soon as the orders from the PC
makers come in. While at least two leading companies, Kingston
Technology and Toshiba, have already received this certification,
watch for announcements from LG Semiconductor, NEC
(NIPNY:Nasdaq ADR) and Hyundai Electronics Industry. "Any
two of those will be enough of a sign" that things are on track,
Cullen says.