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

To: Dave B who wrote (29563)	9/15/1999 9:09:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Please do not try to rewrite history... I'll admit Intel, and its partner Rambus left themselves some wiggle room, Clinton style, but you have to agree that my recollection was reasonably close: eet.com Intel predicts Rambus DRAM will be a PC standard by 1999 By David Lammers SEOUL, South Korea -- Intel Corp. is expected to predict by year's end that the second-generation Rambus DRAM (RDRAM) will be the main-memory chip of choice for 1999. The microprocessor giant dropped a strong hint to that effect to the world's top 10 DRAM vendors last week as a contingent of Intel and Rambus technologists traveled Japan and South Korea. The decision would appear to resolve the competition among the RDRAM, the next-generation synchronous DRAM (SDRAM) and the proposed SyncLink DRAM for a p lace in the 1999 PC. That system, powered by Intel's Merced CPUs and supporting multiple very high-speed ports into main memory, will have memory-bandwidth requirements far beyond the abilities of current extended-data-out (EDO) DRAM and SDRAM modules. Intel has yet to make a definitive statement on the issue. But with the company's apparent commitment to RDRAM, it appears that the other technologies will be largely restricted to non-PC applications: from consumer entertainment to communications. Those are not small markets, but an inside track for PC main memory could give RDRAM such economies of scale that it would be difficult for the other alternatives to compete. Senior semiconductor executives at Samsung Electronics, LG Semicon, NEC and Toshiba -- four companies that have been particularly active in RDRAM development -- said Intel has presented a technology road map that calls for 66-MHz synchronous DRAMs (SDRAMs) to be in widespread use in 1997, working alongside Intel's Pentium Pro and MMX multimedia-extension-enabled Klamath processors.