Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (33950)	11/4/1999 8:46:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Kash> this is probably a good trading stock for a while. > I bought a boatload (for me anyway) on the anticipation of the 9/27 release. Yes what was really bad, was the Rambus CEO had just completed a major P.R. tour, even going on T.V. promoting that release. Rambus has really taken it in the back door from Intel and they still have a smile in PUBLIC??? Touche! Don

To: kash johal who wrote (33950)	11/4/1999 9:00:00 PM
From: jhg_in_kc	Read Replies (4) \| Respond to of 93625

RMBS SHIPS FIRST DAY OF COMDEX. you may have sold too soon. November 4, 1999, 5:10 p.m. PT Intel has confirmed it will release its 820 chipset on November 15, a component debut that will permit computer makers to finally come out with PCs that take advantage of speedier Rambus memory. Intel spokesman Dan Francisco confirmed that the chip making giant has performed the final testing on the 820 chipset, code-named Camino, and that it will release the product on the first day of Comdex, the week- long computer extravaganza in Las Vegas that starts on November 14. Chipsets serve as a communications conduit for the PC. The delayed 820 will come with a 133-MHz system bus, faster than most Intel chipsets, and be able for the first time to let processors "speak" to Rambus memory. As reported last week, several major PC makers, including IBM, Hewlett-Packard, Micron, and Dell Computer are expected to release business and/or consumer desktops containing high-speed memory chips based on the Rambus design. IBM, according to sources close to the company, is expected to release a Rambus-based PC for around $1,300 and a workstation, with Rambus memory and the 820 chipset, for close to $2,000. All of these computers will contain a motherboard with only two memory slots with a maximum memory capacity of 512MB. Earlier, Rambus/820 motherboards contained three memory slots, which caused technical problems. Rambus memory will likely bring a necessary performance edge to PCs. "People are going to need higher-performance, higher-bandwidth memory systems," said Shawn Willett, an analyst with the Aberdeen Group. Still, Willett added, the lack of a third memory slot will dent some of the capabilities of these machines. With a third slot, system designers or IT managers can tweak memory configurations to optimize specific types of performance. Rambus stands as one of Silicon Valley's most talked about, and most controversial, companies. Memory based around the company's designs promises to be faster than current memory, or SDRAM. However, Rambus memory also costs more and been bogged down by delays, glitches and marketing snafus. A recent surprise delay in the release of the 820 chipset, for instance, resulted in destroyed motherboards and embarrassment for companies like HP and Dell who were already touting their Rambus boxes Many companies, though, are still taking a cautious approach on these systems. Some manufacturers will release new Pentium IIIs containing the 820 chipset but will fill the systems up with standard SDRAM. Performance is not as good with this solution, Intel executives and others have said.