Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Orion who wrote (36791)	1/28/2000 9:24:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Orion: RMBS longs may sell but "that Intel never gives up". electronicnews.com Intel samples new spin of i820 chipset Electronic Business Asia (www.eb-asia.com) Jan 28, 2000 --- Intel is sampling a new version of the i820 (Camino) chipset supporting Direct Rambus memory for PCs. The latest iteration supports three slots of Rambus in-line memory modules (RIMMs) on a motherboard. Numerous delays and design glitches have dogged the i820, originally slated for release in the first half of last year. The Intel chipset is key to Intel's plan to migrate the PC market to high-bandwidth Rambus memory. A source with Taiwan's Acer Group, who preferred to remain anonymous, comments that the new version of the i820 is an attempt to fix the technical difficulties of the existing Camino chipset. The new i820, he said, is intended to support "interim" motherboards that combine both Rambus RIMMs and SDRAM DIMMs (Dual In-line Memory Modules). This time, the hope is that the new chipset will successfully support three RIMMs and two DIMMs. "In theory," the source said, "there is no reason why it should not." The current version of the i820 in the marketplace supports only two RIMMs. Intel is sampling the new version of the i820 to key accounts in Taiwan, including Acer and leading-edge motherboard manufacturer Asustek, according to sources here. The Taiwan sources say Intel will officially announce the new version of the i820 chipset between February and March this year. Responding to reports on the new version of the i820, Intel country manager in Taiwan David Dan says, "We never give up. Development is ongoing. As you know, PC technology is in a period of transition. Many changes are occurring. One thing I can tell you is that Intel never gives up."

To: Orion who wrote (36791)	1/28/2000 11:52:00 PM
From: jwebtrade	Read Replies (3) \| Respond to of 93625

<<But it is Rambus' claim that the entire DRAM industry is subject to the same restrictions that has stood the market on its ear. Sherry Garber, an analyst at Phoenix-based Semico Research, said major DRAM companies have quietly offered their help to Hitachi -- specifically by sharing data that purportedly proves the synchronous technology was developed long before Rambus filed its patent claims in 1990.>> It's interesting that Hitachi has to have help in proving that they didn't copy Rambus technology. This actually makes it look like Rambus is correct in their lawsuit. If Hitachi doesn't have anything to hide then why the help? Why don't they just present where they did get the design ideas?