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

To: Ian@SI who wrote (35028)	11/22/1999 10:23:00 PM
From: spliff	Respond to of 93625

Intel must have changed the chipset roadmap. We have not heard of any of the big DRAM companies resuming production. We did not hear Edelstone promote RMBS at the product launch , and now Hyundai says DDR is the fastest grower after being a devout believer in RMBS. Something has changed. We just know it yet.

To: Ian@SI who wrote (35028)	11/22/1999 11:15:00 PM
From: dumbmoney	Respond to of 93625

Some news from Comdex: maximumpc.com ---------------- Motherboards Galore While some have described Fall Comdex as un-PC, the computer show proved to be a boon for motherboard makers who showed off dozens of new designs including several Athlon boards. Tyan showed off prototypes of its Dolphins 2 board that supports the Slot A Athlon. The Dolphins 2 uses VIA's upcoming KX133 chipset which features 4X AGP, ATA-66 and PC133 memory. Aopen will have a good day if it doesn't use its AK. AK72 that is. Aopen's AK72 board also uses the KX133 chipset and will have four PCI, two ISA and 3 DIMM slots. Soyo will stick with AMD's 750 chipset on its K7AIA Athlon board and is checking out the KX133 chipset for a future board. Most motherboard makers said they expect to ship in volume by January of 2000. Why did most wait so long before introducing Athlon boards? Several motherboard makers told Maximum PC the reason was because AMD's original specification called for six-layer construction which adds about $40 to the cost of manufacturing. VIA chipsets were also fashionable in the Intel camp. Almost every manufacturer offered boards based on the VIA Apollo Pro 133A chipset which features 4X AGP, ATA-66 and PC133. AOPEN will feature the Apollo Pro 133A in its AX64 Pro. Soyo will stuff the Pro 133A into its Slot 1 6VCA board and will also offer the chipset in a Socket 370 board dubbed the 7VCA. Tyan took a unique take on a new Apollo Pro 133A board called the Tiger 133 which supports dual Pentium III. The dual board is expected to sell for about $110. Tyan also updated its Thunder-series of dual proc boards with memory configurations to make al happy. Tyan's Thunder 1800 supports dual Slot 1 CPUs using Intel's 820 chipset. Opting out of the Rambus situation, Tyan outfitted the 1800 with four DIMM slots and support for up to 1GB of SDRAM using a memory translator hub. The Thunder 2000 uses Intel's hot 840 chipset and sports four RIMM slots and dual Rambus channels for up to 3.2GB per second bandwidth. For those want the 840 chipset but don't want the expensive of Direct RDRAM, the Thunder 2400 uses a translator hub to support up four PC100 SDRAM DIMMs. Tyan's went overboard with its Thunder 2500 which ditches the 840 chipset in favor of RCC's Champion III. The Thunder 2500 supports up to 4GB of SDRAM and sports a full array of 64-bit PCI slots and AGP Pro 50. All Thunder boards come with SCSI audio and 10/100 Ethernet on board. ---------------- The interesting thing is that among these new high-end motherboards from Tyan, only one (840 based) uses Rambus. Here's the lineup: 840 Rambus 840 SDRAM 820 SDRAM VIA-PIII SDRAM VIA-Athlon SDRAM RCC SDRAM