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

To: Bilow who wrote (34199)	11/10/1999 2:24:00 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Bilow, oldtimerinvestor from Yahoo thread asked me to post the following... I don't know which post he was answering to: Bilow, Must be an old chart. It shows DDR in increasing quantities since 1996. DDR is not now, nor in the recent past, been sold as DRAM in any market, and won't likely be supported by Intel until Jan. 2001. Oldtimerinvestor

To: Bilow who wrote (34199)	11/10/1999 2:39:00 AM
From: Doug M.	Respond to of 93625

Bilow, <Micron's Memory Buyer's news, 3Q99 (i.e. latest) report, has a road map for memory types. Might make interesting reading for Rambus longs. They're estimating a maximum RDRAM penetration of about 10% next year, and then a slow decline to about 5% by 2003:> Don't fret Rambus longs, the road map Bilow is referring to is from none other than Semico Research. Semico employs the brilliant Sr. V.P. Sherry Garber who has been predicting doom and gloom for Rambus technology for quite a while now. Check DaveB's post out: Message 11732308 I don't know about you Bilow, but I'm putting my money on two of the most respected companies in their fields. Dataquest = Rambus will have approx 55% market share in 2002. Intel = Self explanatory Semico research is a joke. Garber has no clue that Rambus is very well suited for value desktops b/c their low pin count allows for the memory controller to be built right onto the cpu die(aka Timna). This is explicitly stated in DELL's white paper on RMBS: "The added bandwidth of Rambus memory can not only be effectively used in high-end systems, but integrating the Rambus interface with the microprocessor and a video controller in a single chip could have significant benefits for low-end systems. Although the Rambus memory interface has a redced pin count, it has sufficient bandwidth for both the microprocessor and video controller. The benefits in terms of cost and performance are compelling for manufacturers of low-end systems." Gotta go, Doug

To: Bilow who wrote (34199)	11/10/1999 9:20:00 AM
From: Jdaasoc	Respond to of 93625

bilow: Reread article please. All it talks about is solutions available in 3Q99. That is 66,100 and 133 Mhz FSB, 2x and 4X AGP and microprocessors under 500 MHz. Fine, Micron has the products needed for sale in 99 and early 2000. That's why they call it 3Q99 Memory Buyers news. However, Micron's story will change if Intel's next generation of computer solutions becomes popular. I envision it will be because performance benchmarks for 840 chipset with 733 MHz PIII are coming out 45% faster then next faster offering they had namely 550 MHz PIII on 440GX chipset. This situation is something Intel has not had in several years when they had 486DX4 @ 100 MHz at low end, Pentium 133 in the middle for business and Pentium II @ 200+ MHz at high end. It means Intel keeps value market with Celerons @ 400 MHz with $50-70 price points, business users with PIII @ 450-500 MHz with $200-300 price points and workstations solutions with PIII @ 733 MHz with price point of $700. Intel will always get it's way with the majority of the processor market sales no matter how badly they deliver. They couldn't have screwed up the 820 CUMine rollout any worse and they are still in driver's seat for computing solutions. In addition, they handled their DOJ with kid gloves abd do not have anything to worry about trying to keep VIA in it's place. Read the Intel settlement with DOJ. The US government willl not give a dam if Intel sues half of Taiwan over hi tech computing because they played ball with DOJ and made it look like Intel's IP was they the most important thing to our national defense.. You have to give Intel credit for playing that Ronald Reagen "Star Wars" trump card with DOJ. Gotta go, S&P futures don't look to good this morning. Calling Don Green... Calling Don Green. john

To: Bilow who wrote (34199)	11/10/1999 1:42:00 PM
From: dumbmoney	Read Replies (1) \| Respond to of 93625

This is interesting, a low-end consumer chipset with a 128-bit SDRAM memory interface: ali.com.tw New Chip Set Provides 2-3X Performance Improvement for K6 and Other Socket 7 CPUs Exceptional Graphics In Aladdin 7 Breathes New Life into Socket 7 Platforms SAN JOSE, CA, USA - NOVEMBER 8, 1999 - Acer Laboratories Inc., (ALi) and ArtX Inc. (ArtX) today announced the new Aladdin 7 core logic chipset for the emerging PC market segment of “Performance Consumer PCs.” The Aladdin 7 Northbridge and Southbridge chipset integrates ArtX's advanced 3D geometry and graphics accelerator into a full-featured NB/SB chipset, delivering benchmarked performance 2 to 3 times greater than other Socket 7-based systems when running popular 3D game titles. The Aladdin 7 128-bit architecture delivers extraordinary 3D game playing, enhanced CPU performance, and a rich Internet experience to consumers at an unprecedented price point. The product, a joint effort between ALi and ArtX, will be sold by ALi along with ALi's portfolio of core logic and peripheral ICs. The problem with the low-cost consumer PC and the “Free PC” today, is that end users must sacrifice graphics performance to get the low system price,” commented ALi President Dr. Chin Wu. “Since most of these PCs are going into homes, where PC-oriented entertainment is prevalent, this low performance is disappointing to users. With the new capabilities delivered by our Aladdin 7, consumers can have game-enthusiast performance at consumer-oriented price points.” Typically, game-oriented performance PC systems sell for several hundred dollars more than low-end consumer PCs due to the extra cost of adding high-performance 3D graphics accelerators and memory, higher performance core logic, cache, and higher-end CPUs. By providing a high-performance 3D geometry graphics engine in the chipset, ALi and ArtX set a new standard of performance in the value market segment. Highly Integrated Chip Set Delivers 2-3 Times Better Performance in 3D ALi's highly integrated Aladdin 7 chip set includes the M1561 Northbridge with 2D/3D graphics accelerator and the M1535D Southbridge with integrated Super I/O, audio and soft modem. The M1561 supports the AMD K6-II and K6-III microprocessors as well as all other socket 7 CPUs. 100MHz FSB is supported, with configurations from 8MB to 1GB of main memory. One key to a total low-cost system solution is memory cost, and the Aladdin 7 graphics accelerator requires no external frame buffer memory. The unique 128-bit memory pipeline scheme in the M1561 Northbridge allows the 3D accelerator to share system memory with graphics and the CPU, yet deliver 2 to 3 times the performance of comparable chip sets in 3D game benchmarks. This 128-bit Shared Memory Architecture also improves CPU performance for computation-intensive tasks by delivering high bandwidth (1.6GB/second) and low latency on data accesses. For example, the Aladdin 7 with a 400MHz K6-III CPU runs the Viper Racing? game benchmark at 46.4fps compared with VIA's MVP 4 at 16.1fps. “The 3D technology we have designed delivers measurable performance advantages resulting in unparalleled game-playing capability. We have far exceeded today's consumer PC 3D performance expectations, allowing the consumer to buy a PC with exceptional performance that will remain competitive for several years after the purchase,” explained David Orton, President of ArtX, Inc. “This solution saves the consumer money years after purchase since there is no need to upgrade the 3D subsystem. By comparison, today's low-cost consumer PC alternatives demand an add-in upgrade if users want to play the latest and hottest games.” Availability: The chipset is sampling today. Production is scheduled for Q1 2000.