Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

Nov 13 3:59 PM EST

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To: Scumbria who wrote (49548)	8/13/2000 1:55:24 AM
From: Bilow	Read Replies (2) of 93625

Hi Scumbria; A note on Sony, RDRAM, notebook computers, and DDR... Sony turning to Transmeta, AMD chips August 11, 2000 Sources say Sony, which has relied solely on Intel chips, will feature processors from Intel rivals for two new versions of its Vaio notebooks later this year. ... One model will be powered by Transmeta Corp.'s Crusoe processor ... zdnet.com The reason that this has some impact on Rambus is that Transmeta (and AMD) are both RDRAM avoiders. Transmeta, in particular, has been a chief proponent of DDR, particularly in notebooks: Transmeta's Crusoe* processor supports DDR memories without chip sets* semibiznews.com So maybe Sony is rethinking the corporate dedication to RDRAM... If so, that would make the third major user of RDRAM to dump the technology: Nintendo, Intel, and now Sony. -- Carl

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