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

To: gnuman who wrote (33066)	10/27/1999 6:49:00 PM
From: Jdaasoc	Read Replies (3) \| Respond to of 93625

Possible FUD from Sherry Garber. I may be totally off base but we do have 7.7 million short shares outstanding I am only listening to Intel before making investment decisions. It would nice to see some of these twice delayed mobos semibiznews.com Intel's RDRAM strategy: Let the market decide By Jack Robertson Semiconductor Business News (10/27/99, 05:43:01 PM EDT) SANTA CLARA, Calif. -- After holding much of the PC industry in a nelson while it dictated the use of Direct Rambus DRAM in next-generation platforms, Intel Corp. now appears to be loosening its grip. The chip giant's strategy now is to let the market decide the winners in the next-generation memory chips, according to several sources. Sherry Garber, semiconductor analyst with Phoenix-based Semico Research Inc. and a Rambus skeptic, said she was hearing from her key contacts that Intel was preparing to support whatever type of memory chips the market demands, without trying to dictate Direct Rambus. Though Intel is by no means abandoning its preferred Direct RDRAM and Camino core-logic chip-set strategy, the market at large is being allowed more of a say as to when and if the architecture will come to populate sockets in the majority of the industry's desktop systems. Intel will still strongly support Direct RDRAM. But it has accelerated its planned introduction of new chip sets to support rival PC133 SDRAM and Double Date Rate PC266 memory. The new SDRAM chip sets are expected to debut early next year -- perhaps as early as January. Intel then will actively support any of the memory types favored by PC OEMs, rather than trying to dictate the choice of Direct Rambus, sources said. Asked to comment on these reports, an Intel spokesman replied, "Intel is always looking at new technologies. We are working on new [chip set] technologies at the request of our customers and will meet their needs." He said this included supporting PC133 SDRAMs, as previously announced, and new work on DDR PC266 SDRAMs. He declined to identify any planned date to launch new chip sets supporting SDRAMs other than the previously-stated "first half of 2000." Intel's path to full support of PC133 and DDR DRAM has been tortuous. Even when the firm belatedly said at the Intel Developers Forum last August that it would support PC133, officials emphasized this was only on a temporary basis until adequate supplies of Direct RDRAM chips could be produced. Memory chip makers, fearing to anger Intel, asked to remain anonymous. Micron Technology Inc., for instance, said only Intel can comment on its plans. Micron has long maintained it will build Direct Rambus and SDRAM chips in whatever quantities required by customers, and expects the market to support both architectures. Samsung Semiconductor reiterated its strong support for Direct Rambus, but also said the firm can produce SDRAM and SGRAM memory to meet market demands. Even as it moves into broader PC133 and DDR memory support, Intel will still carry through with the expected November launch of the long-delayed Camino 820 chip set and Direct RDRAM for PC desktops. Most PC makers and Rambus chip makers that were primed for the postponed debut last September are expected to dust off the products for the new introduction. The new Camino/Rambus unveiling won't take shots at the alternative memories, as once expected, but will focus on the products' unique features, it is believed. Some sources said it would be a rerun of this week's more-measured Carmel 840/Direct Rambus launch (see Oct. 25 story). Sources expect a new Intel memory roadmap to be released early next year to cover the three main memory types, replacing the long-standing Intel plan to go solely from PC100 to Direct RDRAM.