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Non-Tech : Invest / LTD
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To: The Ox who wrote (8346)4/23/1999 12:53:00 AM
From: upanddown  Read Replies (1) of 14427
 

Michael

re RMBS

Did you see this post on the Mike Burke thread from a very knowledgeable guy...
Message 9083038

There was also TheStreet.com saying that INTC is cutting back on the RMBS commitment.
thestreet.com

The company is no longer
trying to force the next generation of memory-enhancing chip
designs by Rambus (RMBS:Nasdaq) down the throats of
memory chipmakers like Micron (MU:NYSE) and Toshiba.

Intel, said Paul Otellini, who heads Intel's architecture business
group, would support both Rambus dynamic random access
memory and the current synchronous DRAM and come out this
year with chipsets for both. "[Information technology] managers
do not want to go through a lot of re-qualifications as they
address Y2K issues," Otellini said. In other words, customers will
likely be disheartened using a brand-new technology as they
work out Y2K bugs.

Intel's memory plans are even more flexible than Otellini was
willing to state at the meeting, says CS First Boston analyst
Charles Glavin. His sources in the memory industry say that
Intel's new chipset, now called 810E, will support PC-133
DRAMs -- the next generation of SDRAM that is regarded as a
Rambus alternative. This chipset will support Intel's entire line
of chips from the low-cost Celeron to the high-priced Xeon,
Glavin says.

Looking to put it on a bounce.

John
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