Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.41

+2.0%

3:37 PM EST

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To: gnuman who wrote (58139)	10/19/2000 11:50:46 AM
From: Bilow	Read Replies (1) of 93625

Hi Gene Parrott; Rambus royalties on RDRAM are a done deal, but RDRAM is dead. DDR royalties, on the other hand, are not a done deal, so it is very normal that Rambus is still disparaging DDR. As far as Craig saying that the P4 will be a fast ramp, but Rambus was a mistake, the implication is pretty clear. The vast majority of the 2001 boards will ship with SDRAM, not RDRAM. This should be a familiar situation for Rambus, the same thing happened with the i820. But this time Intel won't need a MTH chip. VIA is supposed to have the first chipset, and I'd bet they've been putting more engineering effort on that than on any other project. The first company that puts the P4 on SDRAM or DDR will pick up a lot of business, and Intel couldn't be happier to make the CPUs for those chipsets. -- Carl

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