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

To: Dan3 who wrote (29620)	9/15/1999 9:55:00 PM
From: DownSouth	Respond to of 93625

I'll admit Intel, and its partner Rambus left themselves some wiggle room, Clinton style, A cheap, emotion laden comment, Dan3. What the heck does any of this have to do with national politics? Stick to the facts.

To: Dan3 who wrote (29620)	9/15/1999 11:30:00 PM
From: Dave B	Respond to of 93625

Dan, I'm sorry but I'm not sure why you think the article you posted supports your view. With statements like "Intel Corp. is expected to predict" and "Intel has yet to make a definitive statement on the issue" I don't get the feeling that Intel said anything at all. Someone else was extrapolating. I did a search and discovered that Intel selected Rambus as their partner in December 1996 after a year of evaluation of competitive alternatives (including SyncLink). I thought that Intel made the announcement in March or April of 1997, just before Rambus' IPO. Here are some articles from that period. I found nothing at all that was more specific than "1999" when Intel is actually quoted or attributed. I'll keep looking through 1997 and 1998 to see if Intel ever said anything more specific. Dave ------------------------ Rambus DRAM wins spot as Intel's memory technology. (Company Business and Marketing)(Brief Article) InfoWorld, Dec 16, 1996 v18 n51 p9(1) Author Santoni, Andy Full Text Intel will commit this week to Rambus DRAM as the PC main memory technology that will supplant synchronous DRAM starting in 1999, according to executives at Intel and Rambus. ------------------------ Intel move could shape future of memory market. (support for Rambus DRAM) (Industry Trend or Event) Electronic News (1991), Dec 16, 1996 v42 n2147 p18(1) Author MacLellan, Andrew Summary ... Following more than a year of industry talks, Intel's selection is fueling debate as to what form the next DRAM architecture should take and has elicited a range of responses from memory vendors. Rambus DRAM (RDRAM) is one of at least three architectures currently in development and together with SyncLink DRAM and next-generation SDRAM, or SDRAM II, is believed by industry observers to be a contender to inherit the PC's main memory real estate. According to Intel, high-end desktop PCs will begin calling for Rambus-grade, 800MHz performance as early as 1999 and begin pushing the 1-gigabyte threshold by the end of the decade. ----------------------- Rambus DRAM gets Intel boost. (Intel confirms it is working with Rambus Inc to develop 1Gbps DRAM main-memory interface for PCs) (Company Business and Marketing) Electronic Engineering Times, Dec 16, 1996 n932 p1(2) Author Lammers, David; Wilson, Ron ... Intel's decision ensures that an extension of the Rambus architecture will be the dominant main memory in the PC market at the 64-Mbit density and beyond. Intel and Rambus (Mountain View, Calif.) have signed a co-development contract and engineers from both companies have begun to work together to extend the Rambus DRAM (RDRAM) from today's 500-to-600-MHz performance to a "ballpark" of 1.6 Gbytes/s by 1999.