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

To: Dave B who wrote (28396)	9/1/1999 9:22:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Dave: It looks like Compaq is blowing out it's old Deskpro lineup to get ready for RDRAM enabled Deskpro's. Deskpro is Compaq's business desktop computer lineup for those who never have bought a Compaq before. www1.compaq.com RDRAM memory overview documentation is on Deskpro memory option page already Just like at Dell's web site. www1.compaq.com Two down, (Dell Compaq) two to go (HP and IBM) john

To: Dave B who wrote (28396)	9/1/1999 10:39:00 PM
From: NHBob	Read Replies (1) \| Respond to of 93625

For another dose of spin, this just off TheStreet: Evening Update: Intel to Back Alternative to Rambus Chips By Eileen Kinsella Staff Reporter 9/1/99 9:08 PM ET Ending months of speculation, Intel (INTC:Nasdaq) embraced a low-cost alternative to Rambus-based (RMBS:Nasdaq) memory chips. Intel said at the Intel Developers Forum in Palm Springs, Calif., late Wednesday that it will support PC133 SDRAMs in the first half of next year. The PC133 is a memory chip seen as a stopgap measure to chips using Rambus designs. Some companies have been critical of delays and high costs of Rambus chips. Intel's announcement will make it easy for Rambus critics to embrace an alternative while still working with chipsets made by Intel. Intel is facing growing competition in memory chipsets, or devices that connect a computer's memory to its processor. By the time Intel's chipsets come out, they will be six months behind competitor Via Technology, a Taiwan-based company that has PC133 chipsets on the market now. Rambus isn't likely to penetrate the low-priced PC market until 2002, according to data from Intel. Many in the semiconductor industry have said Rambus can't dominate the industry without penetrating the budget PC sector. Intel emphasized it isn't abandoning Rambus. It is still planning on producing parts for low-budget PCs next year, and is hoping that market will develop. "Rambus DRAM still provides a much more capable platform," Intel spokesman Pete MacWilliams said. Until now, Intel has been adamant that it would support only Rambus in its attempt to move the memory industry to the costly but fast design. But only recently has it realized that the industry is moving regardless toward PC133 SDRAM, which is made by Micron Technology (MU:NYSE) and Korea's Samsung. "A key part of the decision," said MacWilliams, "is that we're finding that PC133 just happens. It is not a lot of work or cost for DRAM vendors." That wasn't the case when Intel last evaluated the technology in the first half of 1998. MacWilliams told TheStreet.com that Intel has since been evaluating another Rambus alternative, double data rate DRAM, but doesn't plan to support it. But in a press conference later, MacWilliams said he would not rule it out. The launch of Intel's Rambus-based chipsets is scheduled for Sept. 27. Rambus closed down 1 3/4 at 95 3/4 and Intel closed up 1 1/4 at 83 7/16.