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

To: kash johal who wrote (29697)	9/19/1999 4:09:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi kash johal; Re: you can give us synopsys* on which synthesis package you use.* I'm using the standard VHDL synthesizer on the Xilinx(XLNX) FPGA Foundation 2.1i software, running on NT. I really prefer the Altera(ALTR) software, which allows incredibly fast design entry and simulation, but their silicon is way behind the Xilinx stuff. A lot of the Xilinx hardware features are not well supported by the software. If I were CEO of Xilinx, I would consider doing something radical. The inferior software situation has been going on for 10 years. Their software bites, as I've posted to their thread many times. But their Virtex FPGAs are exquisite. I'm going to post over there what I had to go through to get reconfigurable ROM to work on their chip one of these days. Back on topic (sort of): I was surfing the other day, and downloaded the Athlon's data sheets. The beast takes 42 amps at 1.6 volts! Admittedly that was a .25u, and the chip was designed to be produced on .18u, but it still isn't going to be a force in the portable market any time soon. I bought a small amount of AMD, intending to hold for about six months. The stock has already popped due to the processor release, but I think it still has quite a lot of hype left to go. It's selling well below its 52-week high. Historically, the stock has tracked the company's successes in processors reasonably well. Thinking of Rambus and the Athlon, one of the things that is unappreciated by non-engineers is the fact that engineers love to build hot stuff. At least some of the attraction of rambus to the designing engineers is the difficulty of it. Looks great on the resume, and it's a blast to stretch technology, but management might have preferred a more conservative approach, in retrospect. I suspect that a lot of mother board designers will leap at the chance to do a high end non-Intel design, and that the Athlon will pick up more design wins than it deserves over the next four months. I think this could pump AMD stock to twice its current price. (BWDIK). -- Carl