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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST

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To: wily who wrote (32314)10/19/1999 11:31:00 AM
From: wily  Read Replies (1) of 93625
 
ebnonline.com

Micron contemplates DDR chipset licensing program
By Jack Robertson
Electronic Buyers' News
(10/15/99, 04:48:34 PM EDT)

Hoping to stimulate sales of higher-speed memory, Micron Technology Inc. said it may put its double-data-rate, SDRAM-enabled Samurai chipset out for license to accelerate the market's adoption of PC266 DDR devices.

Dean Klein, vice president of the integrated-products group at Boise, Idaho-based Micron, said the company ?isn't in the chipset business, but [wants] to enable the early penetration of DDR memory into the market.? Klein said widespread availability of DDR chipsets is the gating function to ramping up PC266 sales.

The first large-scale application of DDR will be in PC servers, according to Klein, although many server OEMs are developing their own DDR chipsets and aren't likely to license Micron's Samurai technology, he added.

?We've already worked with these OEMs closely and discussed much of our Samurai DDR concepts,? he said. ?The important thing for us isn't what technology they use, but getting DDR chip-sets into the market to allow Micron to sell PC266 and PC2100 DDR modules.?

The Samurai DDR is the latest high-speed version of a device family that was first developed to support the workstation computer line of OEM affiliate Micron Electronics Inc., Nampa, Idaho. The Samurai SL was later developed to support SLDRAM, which Micron was promoting as an alternative to Direct Rambus DRAM. The SLDRAM effort was dropped, but its SSTL (stub series terminated logic) technology is being used in the Samurai DDR chipset, according to Klein.

SSTL is needed in the new DDR chipset to reduce the effects of noise and crosstalk on the memory bus, and replaces the traditional VLTTL (very-low-voltage transistor-transistor logic) of standard SDRAM chipsets. Micron believes the first servers to use DDR memory will enter the market in early 2000, making for a steep ramp of PC266 chips through the rest of the year.

Even sooner, perhaps by the end of this year, Klein said, point-to-point DDR SDRAMs operating at 300 MHz or more will be adopted by graphics-board suppliers for use as dedicated frame-buffer memory. Dedicated chips can operate at higher speeds because graphics memory doesn't have to adhere to the many additional specifications required for PC266 main memory, according to the company.

While Micron is pushing DDR SDRAM, it is also developing 128-Mbit 700- and 800-MHz Direct Rambus. The memory would be supported by Intel Corp.'s twice-delayed Camino chipset, which is now expected to ship sometime later this quarter.

?Micron is eager for Intel to solve the Direct RDRAM bus-line-memory data-loss problem? that caused the latest delay, Klein said. Even so, the schedule slip has helped Micron, which wasn't trying to be among the first Direct RDRAM producers, by allowing it to catch up with some of the market's early adopters.

Klein said one advantage of Direct RDRAM is its lower pin count. He believes DDR SDRAM and Direct Rambus will initially address different applications.
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