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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (23692)	6/25/1999 7:46:00 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 93625

My view is simple...the acceptance of rdram and Intels new product ramp will be slower than expected...in the meantime the price of Rambus will drift. news.com Intel revokes Via's chipset license, files lawsuit And, once again, Rambus may come up somewhere as an issue. In addition, Via is working on a chipset that will contain a 133-MHz system bus and support 133-MHz memory, which presents a more interesting problem. With this chipset, PC makers could build systems with the faster 133-MHz system bus (currently most Intel systems use a slower 100-MHz bus), and adopt 133-MHz SDRAM. Intel does not have such a product coming out. The company's first 133-MHz bus chipsets are coming in September. They use either slower 100-MHz SDRAM or more expensive style Rambus memory. Several computer vendors have stated on the record that they do not relish having to quickly adopt the more expensive Rambus memory. 133-MHz SDRAM, meanwhile, will cost only slightly more than standard 100-MHz SDRAM and a number of companies indicated their willingness to use it. Nearly every motherboard maker at Computex trade show in Taipei earlier this month displayed motherboards with a Via chipset using a 133-MHz system bus and support fort 100-MHz memory. Sources said that a chipset that would support 133-MHz memory from Via is in the works. A source at Intel discounted the idea that memory support is the main issue in the lawsuit. McCarron said he does not know. Ultimately, the lawsuit may not hurt Via's relationships with large PC companies, but it may scare some smaller second and third tier companies away.