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To: Apollo who wrote (5672)	8/31/1999 2:24:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Rambus news: To: unclewest who wrote (28227) From: unclewest Tuesday, Aug 31 1999 2:14PM ET Respond to Post # 28229 of 28229 rmbs cost coming down!!!!!!!!!! very hot news...few minutes old. unclewest Story posted 2 p.m. EST/11 a.m., PST, 8/31/99 By Jack Robertson PALM SPRINGS, Calif. -- Six chip makers have joined Intel Corp. and Rambus Inc. to form a Direct Rambus DRAM Implementers Forum to spur use of the new packet memory, it was announced at the Intel Developers Forum here. Memory chip firms in the new group include Hyundai Electronics, Infineon Technologies, Micron Technology, NEC, Samsung Electronics, and Toshiba. The Direct RDRAM Implementers Forum was launched at the Forum on opening day. One goal of the new Rambus group is to spearhead ways to reduce the cost of the new device, which is expected to be launched at a significant premium over PC133 and PC266 SDRAMs. Rambus officials have said a volume ramp for the new memory will occur when costs can be cut to become more competitive with existing SDRAMs. Richard Malinowski, Intel's director of engineering for the Platform Components Group, said all versions of Direct RDRAM -- 600 to 800-MHz -- are now in volume production at leading memory chip makers. He said the memory chip is on schedule for the expected late-September launch. He confirmed earlier SBN reports that Intel has designed a transition motherboard switch called Memory Translator Hub (MTH) to ease the shift from current PC100 SDRAMs to Direct RDRAM. He also confirmed that MTH will replace the riser daughterboard, which has been dropped. In opening sessions today, Intel still had not made its expected announcement on supporting 133-MHz SDRAMs. An Intel spokesman would only comment that an announcement would come at an appropriate time. And more news, purportedly from MSDW's Edlestone: To: Zeev Hed who wrote (28223) From: unclewest Tuesday, Aug 31 1999 1:53PM ET Respond to Post # 28227 of 28229 i just listened to a a recording of a mark edelstone briefing given at the idf at 8:00 am pst this morning to institutional investors...key points from my notes...not verbatim, but close...not embellished either mark said he was at an intel showcase and cocktail party last night. spoke with numerous intel people there and at the earlier demonstration. rambus was demo'ed with 820 chipsets. video. 3D graphics and data base processing need rambus. coppermine is due for release in late october. .18 issues all resolved. coppermine 700mhz in 1st Q. intel engineers say rambus is the memory for at least 3-5 years. rmbs in notebook pc's next year. dell goofed by posting workstations with rambus on website yesterday. jumped the gun. sites now removed. question...what feel did you get from intel's body language? intel is going to demonstrate today that rambus has 3X the bandwidth. the key issue is software. as software is released we need rambus. expects intel to release benchmarks today showing rambus to be 20-50% faster on today's applications. question...do via or amd change your expectations for the rambus ramp? we have no change to our expectations for rambus. our projections are much lower than intel's so there is a lot of room for upside...but we project over 1,000,000 pc's with rambus will be sold this year. we project at least 1/3 of all pc's next year will use rambus. thereafter rambus will be the majority of the market. response to a ?...said...intel may make some statement today about pc133, but pc133 and rambus do not compete. response to a ?...said...dell will have rambus in optiplex starting out. dell's pc business is optiplex and dimension. 2/3 optiplex, 1/3 dimension. unclewest