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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.40+5.4%Dec 19 9:30 AM EST
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To: The Prophet who wrote (34750)11/17/1999 3:46:00 AM
From: Bilow  Read Replies (3) of 93625
 
Hi all; Intel roadmap shows diminished role of RDRAM

While this may seem to signal full-support for Rambus proliferation, the rest of the Intel chipset roadmap would argue that Rambus is not going to be as pervasive as once thought, and should mainly populate the high end PC / workstation segments. As such, we believe Rambus is more likely to be supported by 25-35% of the total market over the next two years, not the majority of it.

Consequently, it appears that the near-term role of the 820 is to act like a sponge soaking up existing RDRAM memory in the market. Samsung, Toshiba, and NEC all stopped producing RDRAM chips in October, with only Samsung and maybe Toshiba appearing to have restarted limited production two weeks ago.
Nov 16, 1999 #reply-11959935

Extra instructions, as required by my legal assistants: The above quote is only a small part of the original article. The parts shown were chosen so as to attract the attention of those who would like to know more. Please click on the link to get the story in full. The full story may differ materially from the short section shown above.

-- Carl

P.S. I think that even a partial restart of production of RDRAM has to be interpreted as good news for RMBS. I suspect that the article linked to above is accurate, as it seems to fit in with other facts as have been recorded, but of course I have no way of knowing.
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