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To: john dodson who wrote (31979)	10/12/1999 2:47:00 PM
From: Glenda King	Respond to of 93625

Thread, Hi All, If anyone is interested here is the info. for Intel conference call: Conference call at 2:30 PM PDT: intel.com glenda [long on Rambus]

To: john dodson who wrote (31979)	10/12/1999 2:54:00 PM
From: Don Green	Respond to of 93625

The Rocky DRAM Roadmap: PC and Price Trends 10/12 06:46 EST PHOENIX, Oct 12, 1999 (BUSINESS WIRE) -- Revenue relief arrived for DRAM vendors in 3Q99 and is forecast to continue through 2000, according to a new study published by Semico Research Corp., The Rocky DRAM Roadmap: PC and Price Trends. DRAM vendors will struggle in the next few months with allocation as they try to increase production without adding new fabs. By the second half of 2000, Semico expects to see new fab announcements. Second quarter saw the first push-out of the Camino chipset/DRDRAM (direct Rambus DRAM) devices. Third quarter moved to the 128-megabit DRAM as supply of that density soared. Demand for sub-$1000 PCs continued to grow. The memory size increased from 32 megabytes to 64 megabytes in the sub-$1000 PC segment. Even with rapidly rising ASPs, 64 megabytes should remain the standard size for that high volume segment. The DRAM revenue forecast of $18.9 million -- a growth of 34.6 percent -- has a realistic upside this year. ASPs have been climbing since July. The recent tragic earthquake in Taiwan has caused concern about supply even though Taiwan ships less than 10 percent of units worldwide. As always, it is ASPs driving the total revenue. The fate of RDRAM is yet to be determined. Chipset availability is the key issue controlling usage of these different DRAM types. Semico views SDRAM 133MHz, then DDR DRAM as the logical progression after SDRAM PC100MHz. Intel is supporting the RDRAM with both a chipset and investment in DRAM companies to encourage its adoption. Additionally, OEMs are being 'gently' reminded about the source of the processor used in most PCs. Intel did concede that it would have a PC133 chipset in 2000. With recent events, Semico would not be surprised to see a PC133 chipset from Intel in 1999. Semico believes the RDRAM will serve a niche market. The PC price points are important to the DRAM market since they will drive the types of DRAMs. The low end of the PC market will consume the least expensive DRAM. The high end of the market is where the more expensive products, such as RDRAM and DDR DRAM, will be introduced. Semico believes the SDRAM will continue to be the mainstay of the market. RDRAM, when available, is expected to be used in the very high end desktop. DDR DRAM is expected to be the evolutionary replacement for SDRAM. The study, "The Rocky DRAM Roadmap: PC and Price Trends," is available for immediate shipment. The list price is $3,500. Semico Research Corp. is a leader in providing semiconductor market analysis, research and custom consulting. Its headquarters are in Phoenix, with offices in northern California and Boston as well as in Europe and in Japan. Other products and services are available at the Semico Research Corp. Web site, www.semico.com. Copyright (C) 1999 Business Wire. All rights reserved.

To: john dodson who wrote (31979)	10/12/1999 2:56:00 PM
From: Don Green	Respond to of 93625

Via Defies Intel's P6 Bus License Ban 10/12 14:01 EST Oct 12, 1999 (Tech Web - CMP via COMTEX) -- Via Technologies' simmering legal contest with Intel went up a notch in intensity this week when the company began shipping its Apollo Pro 133A chip set, in what Intel said is a clear case of patent infringement. The new P6-class chip set includes a 133-MHz front-side bus and an AGP 4X graphics connection, as well as an interface to PC133 SDRAM. The former two features include technology developed by Intel. Last summer, the Santa Clara, Calif., chip giant challenged Via's use of its front-side bus architecture and has sincerevoked all P6-related licenses. Intel also opened a suit against Via in a San Jose, Calif., federal court, alleging patent infringement and breach of contract, in addition to other charges. To defeat the restriction, Via, Taipei, Taiwan, has "subcontracted" with National Semiconductor to produce the chip set on a three-layer, 0.35-micron process. Via said its manufacturing relationship with Santa Clara-based National, which has a broad cross-licensing arrangement with Intel, offers it the security to design and sell chips that incorporate Intel technology. A spokesman for Intel declined to comment on the launch. As Intel plays out its legal card, the last-minute delay of its Camino/Direct Rambus DRAM platform late last month has robbed the market of a core logic chip set and high-speed main memory tandem that was expected to fuel fourth-quarter sales for many desktop PC makers. Via appears perfectly positioned to exploit that blunder, according to observers, who say its Apollo Pro 133 family and support from PC133 SDRAM memory may yet emerge as the saving grace of the holiday season. Via said the chip set, which is priced at $34 in OEM quantities, is in mass production. In addition, the chip set interfaces to NEC Electronics' Virtual Channel Memory DRAM core and can support up to four USB connectors, two more than existing Intel chip sets. The device also supports ATA-33 and ATA-66 storage interfaces. The chip set consists of the VT82C694X 510-pin BGA north bridge and the VT82C596B 324-pin BGA south bridge.