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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.18-7.7%Jan 23 9:30 AM EST
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To: Petz who wrote (35985)12/22/1999 6:24:00 AM
From: Alex Fleming  Read Replies (3) of 93625
 
John and Don,

This is all about next generation RDRAM. All the companies above are Rambus licencees now. The time frame is the end of 2002 which we all know means sometime in 2003.

Here is a quote from Tate extracted from the Dec 9th San Jose Mercury News.

``What we do takes three to four years to fully develop,' Tate said. ``What we're announcing now will start driving our growth in three years.'

I doubt it would surprise anyone that current Rambus partners would be renegociating the issue of royalties...there are many ways to slice the pie as long as the pie is big enough.

As far as Intels future on Rambus, it may be interesting to read the info in Intels website about their Spring Developers forum and what will be discussed. If you read between the lines, you can deduce a lot of things.

Here is a recent quote from Paul Demone who has been vocal and negative on the issues of Rambus, latency and the 820. His articles have been discussed here before.

"If you put a well designed rambus controller in a CPU you should easily ÿ beat the latency of a chipset + PC133 CL2 SDRAM based system. This is ÿ where rambus shines, two 1.6 GB/s rambus channels takes far fewer CPU ÿ pins than one 2.0 GB/s DDR channel."- snatched from a search on deja.com

Intel knows this and everything anti-Rambus is based on the issue of latency... but Timna addresses this at the low end. The direction is clear. How much is the stock worth when every Pentium X in 2002 ships with a Rambus controller?

DDR will simply be an academic footnote in the history of memory of the last century.

Alex
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