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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (85569)	1/6/2000 2:16:00 PM
From: Charles R	Respond to of 1572507

Ted, <Rambus Ramps on String of Good News By Marcy Burstiner Senior Writer 1/5/00 11:09 PM ET SAN FRANCISCO -- Rambus (RMBS:Nasdaq - news) is fighting back. Shares of the controversial developer of high-speed computer memory rose 9 15/16, or 13%, to 80 1/2 Wednesday after Japanese market research firm Nikkei Market Access predicted that Rambus-based memory would make up 16% of the PC market this year, higher than previously anticipated. > I see the hype setting in again. This runup was too much too fast. I don't se much of a chance that RMBS will get 16% market share for the year. And I don't see too many 820 chipsets shipping in H1. Wrote a few calls - can always buy them back if I am wrong. Chuck

To: tejek who wrote (85569)	1/6/2000 2:28:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572507

Ted, Re:"One memory industry executive, who requested anonymity, said he expected Rambus would make up only 5% of the PC market this year. Neither Micron nor Hyundai are currently producing Rambus chips and together they hold 40% of the memory market, he said. Meanwhile, DRAM products seen as an alternative to the expensive Rambus chips have been selling well. Via Technologies of Taiwan is shipping about 3.5 million chipsets a month, up from about a million a month one year ago, said Via spokesman Dean Hays. Chipsets are devices that connect a microprocessor to a memory chip. The increase, he said, is mainly from sales of PC-133, high-speed memory that sells at a lower cost than Rambus. And the company is sampling chipsets for double data rate DRAM." Looks like VIA chipsets are ruuning at a 40M/yr run rate. WOW!!!! Looks like Intel is losing chipset marketshare dramatically!!! Perhaps Intel should buy some internut folks and leave the chip business to folks who really want to serve it. regards, kash