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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Sully- who wrote (3218)9/23/2000 12:56:01 PM
From: Voltaire  Read Replies (1) of 65232
 
Hi Tim,

separating the Fud is the key in this cut throat business.

V

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NEC-HIT JV and next generation RDRAM
by: silrw 9/23/00 11:31 am
Msg: 163692 of 163710

Regarding the latest FUD attack, I believe the Bu$$ is going down this road!!!!

If you read this article (in my opinion FUD) entitled "NEC-Hitachi Joint Venture Reveals Rambus Plans" located at:

electronicnews.com

wherein it is stated:

"The term used to denote the undefined DRAM (nDRAM) that appears on the NEC-Hitachi forecast in 2003 is the same one Intel used to show RDRAM on early Pentium 4 roadmaps three years ago, sources said. It could possibly represent next-generation Rambus memory, analysts said."

and then read the press release entitled "NEC Signs New Licensing Agreements with Rambus" located at:

rambus.com

wherein it is stated:

"Tokyo, Japan and Mountain View, CA - September 12, 2000 - NEC Corporation (NEC) and Rambus Inc. (Rambus) signed new licensing agreements, including SDRAM, DDR and next-generation RDRAM®. The agreements include the development of the next-generation Direct RDRAM as part of a larger strategic alliance and a broader licensing agreement between the two companies.

The next-generation 1066MHz Direct RDRAM will deliver a 33% frequency improvement, over the current 800MHz Direct RDRAM, in main memory applications and will continue to maintain Rambus' memory technology at the forefront of performance in personal computers, workstations, servers and network equipment."

Then it appears to me that "nDRAM" IS the next generation Direct RDRAM and that Rambus and NEC (including the NEC-Hitachi Joint Venture) will be partners for the long term.

JMHO,
silrw
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