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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (73019)	9/24/1999 4:59:00 PM
From: tejek	Respond to of 1571443

Update on power situation in Taiwan; looking better: cbs.marketwatch.com

To: Cirruslvr who wrote (73019)	9/24/1999 5:13:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1571443

This is the second time the rumor about Intel's delay on 700MHz part is coming up. One of my good OEM contacts has NOT mentioned this yet but it is getting tough to ignore...... Courtesy RMBS thread: ***************************** Fm: Dow Jones Rambus Dn On Fears Of Slow Mkt Adoption Of Its New Tech By MARK BOSLET PALO ALTO, Calif., -- Rambus Inc. (RMBS) shares were down more than 18% Friday after an influential analyst said the company's high-speed memory technology would move into the PC market more slowly than expected. BancBoston Robertson Stephens & Co. analyst Dan Niles predicted in a research note that a combination of factors, including the high cost of Rambus R-DRAM memory chips, would push computer makers to alternative technologies. Computer memory chips are installed on special circuit boards to feed data to a machine's central processor. Rambus' revolutionary design, which has the backing of Intel Corp. (INTC), offers the faster performance that today's increasingly more powerful chips will soon require. But its adoption is being challenged by less powerful technologies that promise some memory improvement but at a lower price. Niles wrote that memory makers are able to produce fewer of Rambus' 600 MHz DRAM chips - the slowest of three chips the company plans - than anticipated. Factory yields of parts with adequate performance are in the 30% to 40% range, he said. Rambus plans chips that will eventually run at up to 800 MHz. A company spokeswoman was not immediately available for comment. Meanwhile, Intel's introduction of a 700 MHz Coppermine chip, expected in October, appears to be delayed, Niles said. The chip is among the first that will take advantage of Rambus' extra memory speed. Intel's Rambus circuit board, the Camino, also appears to be "buggy," meaning it may not function up to par, Niles said. The board is expected Monday, but that date could change if the product is too buggy, he suggested. An Intel spokesman declined comment on the company's Coppermine and Camino products. Also working against Rambus are the rising prices for standard DRAM memory chips. Higher prices for DRAM memory will make computer makers less likely to shell out even more for Rambus products, Niles said. Memory chip makers say the costs for Rambus can be up to 50% higher than today's S-DRAM chips. Rambus shares were recently down 16 1/8, or 18.4% at 71 3/8 on Nasdaq volume of over 6.7 million, compared with a daily average of 1.3 million.