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

To: kash johal who wrote (24319)	7/8/1999 6:03:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Kash, The Sony PSII will use: Each Sony PlayStation 2 will require two 128-Mbit Direct RDRAM chips. Toshiba will start shipping production quantities of the custom Sony chip around October, Fujii said. techstocks.com (see the last paragraph) So that's 32M of RDRAM. Dave

To: kash johal who wrote (24319)	7/8/1999 6:15:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Kash, As a recap, here's some statements from a Warburg Dillon Read technology conference in early June. Representatives from Hyundai, Samsung, and Micron were all on the panel Panelists' belief was that rather than compete with Rambus, the PC133 architecture will be relegated to the bottom of the sub-$1,000 PC zone, "a natural evolution for the really low end," Tabrizi said. In the end, whether Rambus can carry a premium depends largely on demand. "If the supply exceeds the demand, the market will set the price," Kanadjian said. "It [Rambus] is a commodity part, and it will be a commodity part." Potential problems with royalties, packaging and testability all were dismissed by panelists, who said the royalties aren't causing concern and the infrastructure will be in place for Rambus DRAMs to hit the PC market. Tate of Rambus said his goal, admittedly "aggressive," was to have RDRAM match SDRAM for testability, packaging and PC-board cost by the end of 2000. One question that arose was whether Rambus' strategy might strand its memories at the high end, unable to decrease prices enough to become attractive for mainstream PCs and unable to attract the mainstream volumes that would help drive prices down. Tate said that money from high-end PCs-which he said account for 20 percent of the systems market-should suffice to fund engineering improvements to drive down costs, which in turn would help Rambus find eventual acceptance in mainstream PCs. And the high-end demand really exists, he said: "We've got design wins already that require Rambus." Other suppliers on the panel were convinced that Rambus would migrate down the PC price chain, just as other high-end features have done. You're going up against a lot of people in the industry who think differently from you. Dave p.s. Here's the link: techstocks.com