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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (1)	11/12/2000 5:49:11 PM
From: Voltaire	Read Replies (2) of 65232

THIS IS WHAT I MEAN WHEN I SAY IF A CHIP MAKER IS GOING TO THE NEXT LEVEL OF CUTTING EDGE TECHNOLOGY, IT WILL ALMOST ALL HAVE TO BE RMBS - RDRAM Volts To: Uncle Frank who started this subject From: tinkershaw Sunday, Nov 12, 2000 3:15 AM ET Reply # of 34608 OC-192 Rambus and Beyond A somewhat long article but it states at least twice that companies producing chips for these network devices such as AMCC (which purchased MMC) and Vitesse (whihc is already integrating RDRAM into their offerings) will most probably need to turn to RDRAM. What does htis mean for Rambus? The beginnings of the mass communication chip market. Not only will this consumer RDRAM in memory but also a very large amount of RDRAM controllers at a royalty rate higher than the RDRAM itself. Oh yes, also a good article regarding whats going on with chips at the core of the network. Here is the link: eetimes.com Tinker

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