Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Ian@SI who started this subject	9/21/2000 5:17:10 AM
From: Bilow	Read Replies (2) of 93625

Hi all; Important Rambus interview with BizTech now out: Some tidbits: No License Agreements for Makers Defeated in Lawsuits, Rambus VP Says ... Hitachi and NEC Corp. will merge their DRAM divisions in 2001. In dealing with the new company, we'll continue our licensing agreement with whichever party has the higher equity stake. If Hitachi and NEC take 50-50 shares, we'll establish a new licensing agreement. ... There's been no change in Intel's general stance. They'll still be using Direct Rambus DRAM as the main memory for the Pentium 4. Their 820 chipset for desktop PCs wasn't successful, but the 840 chipset for workstations has been very well received. ... The problem at the moment is the high cost of producing Direct RDRAM. And until now, Intel was saying it would move over completely to Direct RDRAM for main memory. ... nikkeibp.asiabiztech.com -- Carl

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