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

To: Len Hannegan who wrote (34781)	11/17/1999 2:42:00 PM
From: jackmore	Respond to of 93625

Thread, Recent news summarized: Direct Rambus systems finally start to roll out By Jack Robertson Electronic Buyers' News (11/17/99, 11:21:10 AM EDT) LAS VEGAS -- After waiting more than six months for the introduction of Direct Rambus DRAM following its initial delay in March, a number of computer makers rolled out high-end platforms this week at Comdex '99 supporting the new memory interface. Hoping that the market will reward their perseverance, Compaq Computer, Dell Computer, and Hewlett-Packard separately introduced workstations using Direct RDRAM memory and the Intel 820 chip set, which got its official introduction on Monday (see Nov. 15 story). Dell unveiled a 533-MHz Pentium III system with 128 megabytes of PC700 RDRAM memory, quoting a price as low as $1,899. This was somewhat higher than the $1,699 model using PC600 RDRAMs that was pulled in September after Intel delayed its 820 chip-set launch for the second time. Dell also unveiled two workstation models with 128 Mbytes of PC800 RDRAM, priced at $2,399 to $2,999. HP's new Kayak XM600 retails for $1,380 to $2,090 and uses Intel's Memory Controller Hub, a hybrid motherboard that allows Rambus-enabled chip sets to support legacy PC100 SDRAM. In January, HP will start shipping the same workstation using Direct Rambus memory, although it didn't disclose pricing in advance. Compaq, meanwhile, introduced five Deskpro EN series workstations with the 820 chip set and 128 Mbytes of RDRAM. With Direct RDRAM-enabled hardware finally on the market, the Rambus camp and rival SDRAM supporters are well into their benchmark battle. Rambus Inc., the Mountain View, Calif., designer of the Direct RDRAM interface, ran side-by-side Catalyst benchmark tests on a Compaq Deskpro with Rambus memory and a PC133 SDRAM-equipped workstation from Micron Electronics Inc. Subodh Toprani, Rambus vice president and general manager of the company's logic products division, said the Compaq workstation ran the test 10% faster than the Micron platform. "This is a significant advantage in workstations, allowing OEMs to get the same performance on workstation programs as a 733-MHz Pentium III by using a lower-priced 667-MHz Pentium III processor," Toprani said. He added that Direct Rambus will show significant improvement over SDRAM in high performance graphics applications "where memory is stressed," and claimed Rambus will still have an advantage over SDRAM in business applications where high performance memory is not quite as important. Toprani scoffed at recent tests conducted by InQuest Research Inc., of Gilbert, Ariz., which showed DDR SDRAM with up to a 30% performance advantage over comparable Direct RDRAM memory (see Nov. 10 story). "There is actual production hardware available today using Direct Rambus," he said. "How can you compare that with DDR, where there is no hardware in the market?" Toprani said he expected to see the first engineering samples of a 256-Mbit RDRAM chip in the first half of next year. When the device enters production, Rambus will be able to offer 1-gigabyte capacity in the two-RIMM motherboard based on the Intel 820 chip set, or 2 Gbytes in the Intel 840 version. semibiznews.com

To: Len Hannegan who wrote (34781)	11/17/1999 2:52:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Len, Re: "Quallcomm and rmbs" I agree with you that rambus has the potential to turn into another qualcomm. This explains somewhat the manic behaviour of the stock. This baby can move $10-20/day on real news and 3-4 days on normal random moves. I plan on buying back in the 70's again. It seems like Intel is fumbling the coppermine launch. And only low volumes of RDRAM will ship this quarter. Intel is promising double digit Coppermines for Q1. This means substantial rambus shipments in Q1 are possible which will show up as Q2 revenues. So i suspect we will have uncertainty until the first revenues kick in. Additionally the Playstation revenues should kick in Q3. This is likely to be a great trading stock till Q3 then. At which point once we see real revenues the stock will soar to hundreds of dollars per share or melt down to the teens. regards, Kash