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


To: Glenn Norman who wrote (34465)11/14/1999 10:50:00 AM
From: richard surckla  Read Replies (1) | Respond to of 93625
 
PRESS RELEASE FROM RAMBUS...

Choke food for SEA GULLS. <G>

Thanks to oldtimerinvestor on Yahoo:

EDIT: Oldtimerinvestor says, "Most important quote from it is -- "In addition, Samsung is ready to introduce the 256M-generation RDRAMs, further consolidating Samsung's leadership in the Rambus revolution." The 256M RDRAMs will allow 1 gigabyte of RDRAM on a 2 RIMM motherboard. Permanently!

rambus.com

Rambus and Key Industry Partners Display Rambus Memory Systems at
COMDEX/Fall '99

Technology Experts from Rambus and Industry Partners Available at
Rambus Industry Booth #L5527

Mountain View, CA - November 11, 1999 - Rambus Inc. (NASDAQ: RMBS) and key
industry partners Agilent Technologies, Inc. (a subsidiary of Hewlett-Packard), Apacer
Technology Inc., Infineon Technologies, Kingston Technology Company, MELCO
INC./TechWorks, Inc., Molex Incorporated, Samsung Semiconductor, Inc., Toshiba
Corporation and Vanguard International Semiconductor Corporation today announced their
participation in the Rambus© Industry booth at COMDEX/Fall '99 showing continued
commitment and support of Rambus memory technology. These key industry partners will
display Rambus memory products and systems with company representatives on hand to
discuss products and performance.

Rambus memory is used in desktop PCs and workstations such as the recently
announced Intel© 840 chipset, and the upcoming Intel 820 chipset. System applications
for Rambus technology include computers, multimedia and graphics, communications
equipment, game consoles, and consumer electronics.

Rambus and partners will demonstrate working systems using the Intel 840 chipset and
Rambus memory systems from major PC OEMs, display multiple Rambus memory
components and motherboards as well as unveil performance benchmark results at the
Rambus Industry booth.

"We are extremely grateful to our partners who have demonstrated their continued support
of Rambus memory technology," said Dave Mooring, senior vice president, Computer and
Memory Group, Rambus Inc. "The level of participation from the key industry partners has
been tremendous. With the first PCs and systems shipping this winter, end users will
enjoy the benefits of Rambus PCs through improved multimedia and professional
applications performance and home users can expect the best gaming experience
possible."

"Samsung was the first with validated RDRAMs and the first to mass production. We
continue to support Rambus memory technology for the Rambus workstation and desktop
PC launch," said Avo Kanadjian, senior vice president of memory marketing, Samsung
Semiconductor, Inc. "In addition, Samsung is ready to introduce the 256M-generation
RDRAMs, further consolidating Samsung's leadership in the Rambus revolution."

"Toshiba is committed to the computer and consumer Rambus DRAM markets by
supporting major OEMs," stated Stephen Marlow, vice president, Memory Business Unit,
Toshiba America Electronic Components, Inc. "In addition, Toshiba is ready to support the
PC industry ramp of Rambus memory solutions with quality 128M and 144M RDRAMs
and RIMM modules that have successfully passed validation testing and are now available
in volume production."

"Kingston was first in the memory enhancement industry to start manufacturing, testing,
and shipping validated Rambus modules in anticipation of the workstation and desktop PC
launch," said Wai Szeto, vice president, Stategic Business Development, Kingston
Technology Company. "To date, Kingston has shipped over 15,000 validated RIMM
modules to OEMs and other customers and is in production of the RIMM modules
compatible with Intel 840 workstation motherboard and the upcoming VC820
motherboard."

"Apacer has been working closely with Rambus in preparation for the Rambus-based
workstation and desktop launch. As the first Taiwanese RIMM module supplier, Apacer
was a major supplier for Intel's platform design verification," said Austin Chen, President,
Apacer Technology Inc. "Our solid background and knowledge of systems integration and
compatibility testing, and our strategic DRAM supplier relationships makes Apacer an
ideal provider of RIMM modules."

"Melco, in conjunction with major motherboard manufacturers, was first company to
validate RIMM modules with Intel as a Japanese memory module manufacturer and was
able to bring industry-compatible RIMM modules to production earlier than our
competitors," said President & CEO, Mr. Makoto Maki, MELCO Inc./TechWorks, Inc.
"Our constant attention to detail and continuing process improvements result in
technically superior and reliable memory modules."

"As a validated supplier for Rambus memory module sockets, Molex RIMM module
sockets will be used in Rambus-based desktops and workstations recently launched,"
stated Al Walse, Director, Strategic Product Development, Molex Incorporated. "Molex
demonstrates continued support for Rambus memory with the development and
manufacturing of SO-RIMM sockets for the upcoming Rambus mobile memory products."

"With considerably more than half of all RDRAMs shipped tested on our systems, Agilent
(formerly HP) is a key partner in enabling the ramp of the Rambus industry," said Nick
Callaway, Product Manager for High Speed Memory test systems, Agilent Technologies.
"As the industry moves into volume production, Agilent will continue to provide complete
solutions for Rambus development and test."

Rambus Inc. (NASDAQ: RMBS), based in Mountain View, Calif., develops and licenses
high-speed chip-to-chip interface technology that enables semiconductor memory devices
to keep pace with faster generations of processors and controllers. Providers of
Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC
controller manufacturers. Currently, eight of the world's top-10 semiconductor companies
license Rambus technology. More information on Rambus Inc. and its high-bandwidth
interface technology is available at rambus.com.



To: Glenn Norman who wrote (34465)11/14/1999 11:34:00 AM
From: Glenn Norman  Respond to of 93625
 
Yo_"BUSSERS"...........I got this from the Intel thread to show that there are others out there that are also FED UP with the SEA GULL FUDD:

Message 11914373

To: Dan3 (92330 )
From: Duke of URL Saturday, Nov 13 1999 11:44AM ET
Reply # of 92395

I didn't "get it reversed" you said: "$750 is a big delta when " You got 750 from subtracting your cost fo 128 PC133 from "your" cost of $1000 for 128 Rambus.

And again: "Intel, Dell, and some others are willing to subsidize that $750 dollar difference "

But your example compares 128cp to 64rambus.

When IBM decided to buy Lotus, they did a big study. The study found that Meetings were AT LEAST 200% more productive when conducted over lotus notes than when had in person. There were at least two major contributions to this increase in productivity. The first is it eliminated travel time, even "travel" down the hall to the next office.

The other was, that by virtue of the requirement that the comments be recorded by writing, it cut down considerable on wasted bullsht and mis-statements and arguments over what was really said.

Have you thought about sending IBM a bill for your part in helping prove the study correct? :))


Don't you just love it when the truth SHINES THROUGH!!!

Salude "BUSSERS" Sheriff Norman

L R for a V L T!




To: Glenn Norman who wrote (34465)11/14/1999 11:52:00 AM
From: Dan3  Read Replies (3) | Respond to of 93625
 
Re: long, time consuming post...

Hi Glenn,

I've posted before that I have a small put position in Rambus, now I'll do it again for your sake.

You seem furious that anyone would question the notion that rambus will dominate the market for DRAM soon. If that is your unquestionable conclusion (in the absence of stone tablets written by the hand of God - your words), why are you on this message board?

A functional market, like a stock market, is theoretically always presenting the perfect price, based upon the best available information. Since that information is constantly changing, so is the price. The point of a group such as this is to try to stay current with that information and to ferret out possible wrong interpretations.

The rambus long case (if I may try to sum it up - correct me if I am in error) in a nutshell, is; Rambus is faster than SDRAM and not much more expensive, and even if it isn't, Intel will force the market to use it anyway.

The alternative is that Rambus is no faster or even slower than PC133/DDR, much more expensive, and that not even Intel can force an unsuitable solution onto the industry.

6 months ago, PC133 and DDR weren't in any one's near term roadmap, and VC was almost unheard of. Intel hadn't a problem with a platform launch in recent memory, and Intel had no real competition in either CPUs or chipsets - putting them in a good position to dictate to the markets.

Now PC133 has shipped before Rambus , and working, pre-production DDR chipsets from several vendors are being shown at Comdex by several vendors. Those tests that are available don't show an overwhelming benefit from any of the memory technologies.

Early pricing is now out with Rambus costing about 4 times as much as PCXXX. You can buy an entire PC with 128 meg of SDRAM for the price of 128 meg of Rambus (though I expect the price to come down in the next 6 months to where Rambus is only 2 times the cost of other types of memory, it could take more or less time)

AMD had a near flawless launch of the Athlon, camino / coppermine was late and buggy, and the OEMs that dumped AMD for Intel have been hurt, at least temporarily, in their market positions. Intel needed to apologize with actions and has since announced support for both PC133 and DDR technologies and said it would leave the choice of memory up to the OEMs. The near term (next year or the year after) dominance of the memory market by Rambus looks very unlikely, Rambus will either be a niche solution or gone completely in that time frame - yet the stock is trading higher than it was 6 months ago when there was simply a delay in the introduction and the rest of the story looked OK.

I would be interested in seeing any calm, reasoned contradictory arguments. I could easily be missing something in which case I should change my position, but demands for "tablets written by the hand of God" just reinforce my conclusion that a bunch of fools are keeping the price as high as it is right now, and that it will soon come crashing down.

Dan