Does anyone have access to the following article? It might be interesting, and allI have is this business wire plug.
Thanks
GP
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Business Editors
DALLAS--(BUSINESS WIRE)--July 9, 1999--Seldom before, has one
innovation created so much excitement, hype and opportunity in such a
short period of time as has been created by Rambus, Inc.
(Nasdaq:RMBS). The Rambus technology and its semiconductor
manufacturing impact has been reviewed in an article recently
published by INFRASTRUCTURE, the leading independent research
organization covering the semiconductor manufacturing industry.
Assessing the potential success of the Rambus architecture
requires a detailed look at the cost-performance equation. There are
several areas where costs will be increased for the R-DRAM
manufacturers like Micron (NYSE:MU), Hyundai, Samsung, etc. over the
conventional SDRAM architectures. One example is the cost of test,
which is impacted heavily by the cost of test equipment from
suppliers: Advantest, Hewlett Packard (NYSE:HWP), Schlumberger
(NYSE:SLB) and Teradyne (NYSE:TER). Another success factor to consider
is the end market "push" and "pull" from chipmaker, Intel Corporation
(Nasdaq: INTC), and PC maker, Dell Computer Corp. (Nasdaq:DELL).
Ron Leckie, CEO of INFRASTRUCTURE, researched and wrote the
article, which was published in the June issue of the INFRASTRUCTURE
newsletter. Leckie commented, "Memories are getting faster at last,
and this will bring a lot of challenges and opportunities for the
industry." He added, "However, remember -- a memory is a memory, but
above all else, it is the most aggressive commodity in the
semiconductor marketplace."
About INFRASTRUCTURE
INFRASTRUCTURE is the autonomous research organization of WIPNET
Inc., a Texas corporation, which publishes a monthly newsletter,
mid-week "Industry Notes" and is the recognized leader in bringing
technology, market and investment-oriented analysis on the
semiconductor, semiconductor capital equipment, flat panel display and
related industries.
Further information on INFRASTRUCTURE may be obtained by visiting
the Web site at: infras.com or calling 972/342-5794.
--30--RH/da*
CONTACT: Infrastructure
Carl Johnson, 972/342-5794
infras@infras.com
or
Ron Leckie, 972/679-3938
ron@infras.com
infras.com
KEYWORD: TEXAS
INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS COMED
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