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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%3:59 PM EST

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To: unclewest who wrote (17338)3/13/1999 8:52:00 PM
From: unclewest  Read Replies (1) of 93625
 
milehigh,a follow-up to this thought...
<<milehigh,
i hear you but i'm not sure you are right. i.e., i could be wrong on this i'll try to verify but i believe the newest announced palm pilot will use an armhy core with a rambus interface. >>

i give you the following info not as an ad for armhy but to show you how significant the rmbs interface is going to be in everything else but PC's.

i cannot find a reference to palm pilot and rmbs specifically. i can tell you this however...

sony uses an armhy core with a rmbs interface in one of their game add-ons.

intel is expected to release a 600mhz armhy core device in q2 next year. imo it has to use a rmbs interface.

samsung has licensed arm9 processors for pda's, set-top boxes etc. imo they also will utilize the rdram interface.

3com and armhy have an alliance. i think 3com or coms owns 40%-50% of the palm pilot type processor business. by this connection, i deduce a rmbs connection.

hp a new rmbs partner has an armhy connection.

fujitsu a rmbs partner is also an armhy licensee for portables, digi cameras, set-top boxes, cell phones, disk drives, etc. plenty of uses for rdram here.

i believe the 2 main current hdtv producers, sony and panasonic(matsushita) both use rdram.

ti is using rambus tech in high speed switches.

my point is this RAMBUS RDRAM is everywhere. almost every new processor based product that i research is being developed to use rambus technology in one way or another. armhy has serious competition; i.e., mips, mo, ti(although they are growing at a phenomenal rate). RMBS HAS NO SERIOUS COMPETITION. NO WHERE.

unclewest
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