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Politics : RAMTRONIAN's Cache Inn
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To: NightOwl who wrote (7530)8/3/2000 3:10:17 PM
From: NightOwl  Read Replies (1) of 14464
 
Any body out there got any speculation on:

1) The amount of revenue that the HWP deal will bring in for development? or

2) The nature of this new chip design HWP wants?

I would think that we're looking at an ESDRAM of some sort rather than simply a fast core design like HSDRAM. And I would think its not going to be a design that's already in the market, i.e. a ESDRAM PC133 or HSDRAM PC133.

My guess is a DDR ESDRAM. It could be a DDR2-ES-Lite, but don't see why HWP would want to jump to that level so soon. A DDR ESDRAM would be the fastest chip going for any PC market and the CPU speed won't pressure it for years. But they could be asking EMS to make a DDR-ES-Lite flavor to minimize costs.

In any event the heavy lifting in the design work could have started in June and would likely not conclude until 1st Qtr '01 or the last Qtr of '00 at the earliest. So how much would the design work bring in for 2 Qtrs say?

The cost Fujitsu agreed to pay on FRAM development was roughly $1 a Quarter not counting equipment I think. But the design work on a DDR-ESDRAM should be easier and part of it will go to Infineon for Fab time. So over to Quarters maybe $1 million total, and after expenses and costs, maybe $250,000 from HWP reaches the profit line?

As for the Cypress chip, I am guessing it will be an embedded DDR-eSDRAM of some sort. Maybe the earnings conf call will shed some light on these. I would guess that one embedded product would be cheaper to design, but would require more versions to operate with a variety of logic IC's. So the total development revenues/costs could be higher in the end.

It would be sweet if the DRAM core on both the HWP and Cypress products were identical. We'd get maximum production and minimum costs out of it. If it is a DDR-eSDRAM for both then I'll wager it comes out looking like a DDR-ES-Lite type chip.

Yah, that sounds right. I'm guessing DDR-ES-Lite that will come in a PC version and an embedded version for the Comm market as a SRAM replacement. If so I'll wager we sell more into the com market than on the PC side. :8)

freeedgar.com

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