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

To: James Fulop who wrote (25929)	7/29/1999 10:17:00 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

The Register... Posted 29/07/99 10:48am by Drew Cullen Rambus to win memory war PC133 may be winning the memory battle, but it certainly won't win the war against Rambus, according to Cahners In-Stat Group. The market research firm predicts Rambus will "capture the leading market share over the next several years". It forecasts 60 per cent market share, but then sits on a couple of fences with some scenarios under which competing architectures could "capture sockets currently forecasted for RDRAM". This could see RDRAM end up with anything between 33 and 73 per cent of the memory market. Steve Cullen, principal DRAM analyst for Cahners, says: "Contrary to what other firms are saying, we believe it is not a question of whether Rambus will be successful, but rather when. RDRAM has a significant advantage in bandwidth per pin that helps to satisfy processors' insatiable appetite for data. Rambus will be a major factor in differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that do not adopt Rambus will see shrinking market share for PC DRAM and suffer overall dropping unit volumes." Intel is bankrolling Rambus to the tune of $1 billion and its marketing and distribution muscle will ensure a big take-up for the technology, according to Cahners. See also Rambus real loser in PC133 wars What do Micron, Samsung and Rambus have in common? PC-133 wins the day in old Taipei What the hell is Camino and Rambus all about? Bootnotes: Industry Gossip The Register Bulletin Board Search and view the Old Site Links to Semiconductor Sites Intel desktop chip prices Intel mobile chip prices Intel Server Roadmap Celeron trashes PII in new RegMark™ tests How Intel regards the press -- official If you want daily updates on news, enter your email address below, then click the 'Join List' button. Powered by ListBot The Register and its contents are copyright © 1999, Situation Publishing. All rights reserved. Mail: 20-22 Maddox Street, London, W1R 9PG. Tel: +44 (0)171 499 2264 Fax: +44 (0)171 4

To: James Fulop who wrote (25929)	7/29/1999 11:42:00 AM
From: John Stichnoth	Respond to of 93625

James, I think any short-term action in intc is related to market share on the low end. bwdik?

To: James Fulop who wrote (25929)	7/31/1999 10:58:00 AM
From: Steve Lee	Respond to of 93625

INTC is not a fund and an investment from INTC is far from a guarantee that the RMBS stock price will increase. INTC invested in MRVC and they plummetted. And most people still havent heard of MRVC anyway. You said: As INTC barrels ahead to maybe a new high amidst a so-so market environment, does anybody think the market is telling us that the possibility of Intel's huge investment in Rambus may be just on the mark (or at least not off the mark?) Or are there so many other factors affecting INTC (such as overall strength in the chip sector) that we cannot make any sweeping statements regarding its price and Rambus? Just curious what others think here. Thanks