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


To: Bilow who wrote (36087)12/30/1999 2:25:00 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
The technological trends that are squeezing Rambus out of a market consist of embedded DRAM, high pin count packages, and system on chip. Here are three recent articles on those three subjects:

Dramatic Progress With Embedded DRAM
Jim Handy, memory analyst for Dataquest Inc. (San Jose, Calif.), said that embedded DRAM can increase system performance by increasing the communications bandwidth between the system's processor and memory. "I'm seeing a lot of this happening," he said. "People are taking advantage of DRAM technology, which allows them to put a lot of memory bits onto a small chip, and they are getting lots of bandwidth on the device. This is all really important stuff in this field."
techweb.com

The X-1 chip set, currently in register-transfer level simulation and set for midsummer release, will break some barriers in integration, particularly since the data path element will be offered in a 1,521-lead ball-grid-array package. It requires two companion chips: the buffer manager and scheduler ICs.
techweb.com

IBM researcher touts system-on-package
techweb.com

-- Carl



To: Bilow who wrote (36087)12/31/1999 12:04:00 AM
From: Victor Lazlo  Respond to of 93625
 
Fair enough Carl. Thanks for your thoughts.
rmbs sure is trading in a hesitant manner right now, at best.

Speaking of memory, just bought some CVCI. Recent ipo, close to 1x sales, looks like they have lots in the pipeline for the next couple years.

Victor