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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.80

-2.1%

1:58 PM EST

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To: Tenchusatsu who wrote (40212)	4/18/2000 5:28:00 AM
From: Doug M.	Read Replies (6) of 93625

Thread, I'm currently at the Intel Developer's Forum in Taipei, Taiwan. It started this AM (Taipei Time) and the first day is just about over right now (currently 4:45PM in Taiwan). The Rambus longs will be glad to know that nothing has changed with Intel's steadfast commitment to RDRAM in their roadmap for the next five years. Pat Gelsinger gave a speech which basically mirrored his speech that was given two months ago at the Palm Springs IDF. In a nutshell, INTC wants to transition to RDRAM as soon as possible across their CPU roadmap. However, industry dynamics will limit how fast RDRAM gets down to the Timna space. Intel reiterated that their only need for DDR was in the Server market and that they have no intention to go beyond DDR 200. Also, the technical guy who was very instrumental in Intel's 440BX chipset program and who currently works with the 820 platform reiterated that there is a lot of work to be done with DDR 200 for servers. He put a lot of emphasis on how much work still needs to be done to get the DDR platform up to spec. I almost felt as if he was telling the audience that too much work needs to be done and that it may not be worth the effort. However, that's just speculation on my part. Furthermore, he stated that it's a natural progression for Rambus to penetrate the server market once the economies of scale fall into place. It was noted that the Advanced Memory Consortium is still in the embryonic stages and not we shouldn't be concerned with what's going on with that right now. This forum is for developers and Intel said that the developers should keep their focus on what Intel has on their roadmap. Intel reiterated that they chose Rambus technology because it has 5 + years of scalability and headroom. The underlying message was that this advanced memory thing is too speculative and too far off in the future to be on anyones radar screen. It looks like PC133 is progressing as planned for Intel and that it will be the mid range main memory solution for the desktop market later this year. Also, I would place a VERY SOLID wager that we will hear positive news about RDRAM being utilized as the main memory of choice for Intel's Network Processor switching/routing solutions(IXA)sometime in the not too distant future. We just have to get supplies of RDRAM up. Intel is not going to commit to a significant product announcement like that when the Willamette CPU and the high end PIII's (as well as Sony's PSII)will be using up almost all available supplies of RDRAM later this year. All in all it's a very good forum so far. To Tom Pabst's (of Tomshardware.com)chagrin, Intel showed a graphic of how important RDRAM is to their CPU roadmap as their CPU's scale in frequency. That Pabst buffoon thinks we live in a stagnant computing industry. I guess they don't teach Moore's Law in Medical School. The Intel graph showed that when the Willamette debuts later this year at "well in excess of 1Ghz" RDRAM will improve system performance by up to 30% over an equivalent SDRAM configured system. Anyway, I gotta go...still jet lagged after a long day. Good luck to all longs, Doug

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