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Politics : Formerly About Advanced Micro Devices

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To: stribe30 who wrote (131256)	2/1/2001 9:36:38 AM
From: richard surckla	Read Replies (1) of 1577437

TheCoveredCall.com: Samsung develops more affordable Rambus memory FEB 1, 2001, M2 Communications - South Korean memory maker Samsung Electronics Co. Ltd. Wednesday said it has developed a more affordable Rambus (NASDAQ: RMBS) DRAM (RDRAM) chip that has a simplified architecture similar to mainstream synchronous DRAMs and a die size that is 5 percent smaller than other RDRAMs. According to Samsung the new Rambus DRAM is configured as a 4-bank memory rather than 32-bank memories in conventional RDRAM devices and the 256-Mbit Rambus chip is ready for production using a 0.17-micron design rule process. In the past Intel (NASDAQ: INTC) complained publicly that delays in delivering its next generation Pentium 4 was due in part to the complexity and scarcity of Rambus RDRAM memory. Mass production of the "affordable" RDRAM is set to begin in the second half of 2001 with the memory being aimed at mid-priced and low-end PC systems, Samsung said. Samsung claims it captured at least 50 percent of the worldwide RDRAM shipments in 2000. Samsung says the new design will reduce production costs by at least 20 percent. The company predicted that between 250 million and 300 million RDRAM chips will be shipped in 2001. Samsung estimates current Rambus chips are priced two to three times higher than SDRAM chips. The price RDRAM memory has been a thorn in Intel (NASDAQ: INTC) side. INTC stated that it would develop its new Pentium 4 computer to work with cheaper SDRAM memory and Double Data Rate (DDR) chips which are a potential competitor to RDRAM's speed. But the new chip may sway INTC back to a RDRAM only architecture. By doing so, INTC can save on development costs and increase the time to market on the mid-priced PC systems. It should be noted that Rambus does not manufacture any of the technology themselves but license the technology to other companies. Thus Samsung can adjust the Rambus design any way it likes so long as they pay a royalty on the chip sales. Rambus recently reported its Q1 results and said fiscal first-quarter profit rose more than fivefold and revenue almost tripled as more companies agreed to pay royalties to use its technology. Currently six of the 10 largest memory-chip makers pay Rambus royalties for a wide range of chip designs for use in computers, telecommunications gear, high-definition televisions and Sony's PlayStation2 video game consoles. Other companies are contesting Rambus's patents. Micron Technology (NYSE: MU), Infineon Technologies and Hyundai Electronics are suing Rambus or being sued by Rambus--or both--over legal rights to computer-chip technology. Learn how to profit from this news at thecoveredcall.com. Also, take the Investor Stock Poll and tell us what you think! ((M2 Communications Ltd disclaims all liability for information provided within M2 PressWIRE. Data supplied by named party/parties. Further information on M2 PressWIRE can be obtained at presswire.net on the world wide web. Inquiries to info@m2.com)). (C)1994-2001 M2 COMMUNICATIONS LTD

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