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

To: kash johal who wrote (35091)	11/23/1999 6:11:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

kash: RMBS maybe best performing stock of 2003 when 1GB DRAM are available. ebns.com SIA roadmap indicates slowing DRAM density growth, steady mfg. advances By Jack Robertson Electronic Buyers' News (11/23/99, 04:39:16 PM EDT) The evolution of DRAM densities is slowing, even as advances in manufacturing processes for memory and microprocessors continue, according to a report released this week by the Semiconductor Industry Association. The SIA's newly issued 1999 International Semiconductor Technology Roadmap represents a sharp reversal from last year's predictions, which indicated that the industry would be commercializing 1-Gbit DRAM in 2002, followed by 4-Gbit devices in 2005. According to its latest findings, however, the SIA said 1-Gbit DRAM will not be a factor until 2003, while an interim 2-Gbit density will enter the market in 2005. Similarly, 16-Gbit chips, originally slated for 2008 production, will now be pushed out until 2011. The stretchout has virtually no relation to manufacturing issues, since the 1999 roadmap also calls for DRAM design rules to continue on the same schedule forecast a year ago. DRAM linewidths are expected to migrate to a 0.18-micron feature size this year, moving to 0.13 microns in 2002, and to 0.l microns in 2005, before reaching a 0.07-micron geometry in 2008 and 0.05 microns in 2011. Microprocessor manufacturing advances are setting an even more torrid pace, reaching a 0.1-micron feature size in 2001, and moving to 0.07- and 0.045-micron nodes in 2004 and 2008, respectively. By 2014 MPUs are expected to be using a 0.002 micron process geometery, which Paolo Gargini, an Intel Corp. fellow and technology strategist, said is the lower limit of planar-CMOS technology. The roadmap confirmed earlier industry estimates that predicted die shrinks will allow DRAM and MPUs to maintain an 800-sq.-mm footprint for the next 14 years. Previous roadmpas had projected that an ever-expanding menu of functions and an increase in on-chip transistor density would require larger die with each new product generation. However, Gargini said fast pace of die shrinks within the industry will now allow increasing complex circuits to retain their 800-sq.-mm die area. New to the SIA's 1999 roadmap is the division of microprocessors into lower-cost, high-volume, and high-performance, low-volume categories. The high volume MPU segment will see transistor density nearly doubling every two years, from 6.6 million per-sq.-cm this year to 13 million per-sq.-cm in 2001, and 44 million in 2005. The trend continues into 2014, when MPU densities are projetced to reach 684 million transistors per-sq.-cm. High-performance microprocessors are expected to set a similar blitzing pace, moving from 24 million transistors per-sq.-cm this year and growing at roughly four times the density of low-price MPUs. In 2014, high-performance processors will boast 2.1 billion transistors-per-sq.-cm, according to the SIA. Another first for the roadmap was the fact that ASICs were added as a separate category, and are expected to use 0.07-micron linewidths in 2004, and a 0.045-micron feature size in 2008. The first breakout of ASICs predicts usable transistors will rise from 20 million per-sq.-cm this year to 328 million per-sq.-cm by 2008, before increasing sharply to 2 billion transistors per-sq.-cm by 2014. The 1999 roadmap estimated that the cost/performance ratio for memory and various logic chips would continue on nearly the same 25% annual curve as has been recorded during the last 20 years. This is expected to result in DRAM production-cost-per-bit of 15 microcents-per-transistor in 1999, dropping to 7.8 microcents in 2001, and to 1.9 microcents in 2005. The volume MPU sector, which now stands at 1,050 microcents-per-transistor, is predicted to drop to 525 microcents in 2001, and to 131 microcents in 2005. Meanwhile, manufacturing costs within the high-performance MPU segment, where many more transistors are fitted onto each die, will decline from 245 microcents-per-transistor in 1999, to 123 microcents in 2001, and to 131 microcents in 2005.

To: kash johal who wrote (35091)	11/23/1999 6:58:00 PM
From: Don Green	Respond to of 93625

>kash johal Just curious do you really think all of that really matters, right now? What kind of profit picture do many of wild and crazy Amazon valued stocks have, in the coming year or two? This present market is based purely on price momentum. Whatever is Hot gets Hotter until is runs out of fuel (shorts thinking they can beat the market) then they usually tumble, and whatever isn't hot gets taken out and shot. Fundamentals have little to do with this market action anymore. "Get it while it's hot!" Take a look at AskJ, A real value investment. <G> BTW Short Interest for Nov. should be out real soon. regards Don

To: kash johal who wrote (35091)	11/23/1999 7:26:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

STABILITY... STABILITY... STABILITY!!! Posted by yoursuit on Yahoo: Date: 11/23 14:30 EST COMPAQ: Compaq announces new Deskpro PCs and Deskpro Workstation with Intel 820 Chipset NOV 23, 1999, M2 Communications - Compaq has announced availability of the new Deskpro Workstation range and new models of Deskpro EN Series PCs with the enhanced-performance Intel 820 chipset, which allows customers to take full advantage of the newest 0.18 micron Intel Pentium III processors up to 733MHz. In addition, the 820 chipset supports both the 100 and 133 MHz Front Side Bus, 4X AGP graphics, RDRAM memory (RAMBUS) memory, Ultra ATA66 hard drives and AC97 Audio. The Deskpro Workstation AP250 combines the features of high performance workstations with the manageability and affordability of a PC. The Deskpro Workstation AP250 is tested and certified by key ISVs to run demanding applications in CAD, engineering and creative environments. Compaq is offering the Intel 820 chipset on the Deskpro EN Series PCs and the Deskpro EN Space Saver, the most powerful for its size in the industry. David Matthews, group manager - product management for Compaq UK, said: "The new Deskpro Workstation delivers high performance graphics and storage subsystems at aggressive price points without sacrificing the quality, manageability and platform stability that all Compaq products offer. With this new addition to its workstations lines, Compaq now offers a range of solutions to meet every customer's performance and cost requirements." Available beginning of December, the Deskpro Workstation with the 820 chipset can be configured with a single 733 MHz Intel Pentium III processor, 128 MB RDRAM (up to 1 GB when 288-Mb technology becomes available), 9.1 GB Wide Ultra3 SCSI (10 KRPM) hard drive, Intel PRO/100+ Management Adapter, and Matrox Millennium G400, ELSA Synergy II or Oxygen GVX1 graphics board. "Our support for theses next-generation stable chipsets and processors confirms Compaq's commitment to providing the latest and best technology to our customers. We are ensuring that they will benefit from long PC lifecycles and exceptional performance," continued Matthews. Also available beginning of December, the Deskpro EN Space Saver PC with the 820 chipset comes with 667MHz or 733MHz Pentium III processors, 133 MHz Front Side Bus, 128 MB of RDRAM memory, 13.5 GB Smart Ultra ATA hard drive, 24x MAX Slimline CD-ROM, integrated Matrox Millennium G400-SG 4x AGP graphics, and integrated Intel AC97 audio. Compaq is also offering three other Deskpro EN Series PC models with the 820 chipset in a desktop form factor. Deskpro EN Series desktops come with 667 MHz, or 733 MHz Pentium III processors, with the 820 chipset, 128 MB RDRAM, 13.5 GB Smart II Ultra ATA hard drive, Matrox Millennium G400 4x AGP graphics board, and Microsoft Windows NT 4.0 or Windows 95/98 dual-install operating systems. Notes to editors: Company Background Compaq is the second largest computer company in the world and the largest global supplier of personal computers. Compaq develops and markets hardware, software, solutions and services, including industry-leading enterprise computing solutions, fault-tolerant business-critical solutions, networking and communication products, commercial desktop and portable products and consumer PCs. The company is an industry leader in environmentally friendly programmes and business practices. Compaq was established in the UK in 1984 and is headquartered in Richmond, Surrey. Its products and services are sold and supported through a network of marketing partners across the UK. Customer advice, reseller locations and information about Compaq and its products can be found at compaq.co.uk or by calling the Compaq Call Centre on 0845 270 4000. This is the Compaq UK telephone number for publication (all clients are charged at local rates).