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: Don Green who wrote (38089)	3/14/2000 12:00:00 PM
From: Don Green	Respond to of 93625

SECTORBASE Indices Illustrate Many Groups Caught in Updraft of the Memory Interface Intellectual Property Subsector Story Filed: Tuesday, March 14, 2000 9:35 AM EST SAN FRANCISCO, Mar 14, 2000 (BUSINESS WIRE) -- After a long wait, Rambus (Nasdaq:RMBS) Intellectual Property is finally finding some traction in the marketplace. Over the past month, the Memory Interface Intellectual Property (IP) Subsector index has gone up by 433.76% as the Rambus Dynamic Random Access Memory (RDRAM) group index has added 29.33% and the Rambus In-line Memory Module group index has gained 43.74% respectively. Desktop Computer makers and Electronic Gaming Systems manufacturers are all starting to adopt the technology designed to expedite the transfer of information from the Microprocessor to the Peripherals of a given System. Rambus designs that are incorporated into the development of Memory devices can cycle data at transfer rates of 3.2 gigabytes per second Memory bandwidth on the latest Pentium III Processors by using a 16-bit bus along a PC central processing unit, rather than a standard 8-bit bus. Data is cached closer to the Microprocessor or Display while other instructions are being performed, allowing for faster execution. In September of last year, Intel (Nasdaq:INTC) was forced to delay the roll out of its new Camino 820 Chipset because of a signal-integrity glitch caused by a problem with the Rambus Interface. Dell Computer (Nasdaq:DELL) and IBM (NYSE:IBM) both canceled System orders with the technology as a result of the problem. RDRAM has been designed for Pentium III-based Desktop PCs for higher Memory capability and enhanced Graphics functionality. Given the value the technology provides and Intel's backing, many companies have stuck with Rambus. Since the glitch has been fixed, five companies have ramped their RDRAM production volume. Hyundai, Samsung, Toshiba, Infineon (NYSE:IFX), and NEC (Nasdaq:NIPNY) will combine to contribute over 10 million components in the first calendar quarter of the year. Compaq (NYSE:CPQ) and Hewlett-Packard (NYSE:HWP) have also committed to shipping Rambus-enabled PCs this year. The Small Office/Home Office Desktop Systems group index climbed 22.09% last month thanks in part to word that Dell has released a High End PC with RDRAM and a 1 Gigahertz Microprocessor from Intel. Another company that has stood by the embattled IP holder is Sony (NYSE:SNE), who is using the Interface in its recently released PlayStation2 Electronic Gaming System. The Electronic Gaming System subsector index has seen a 28.58% rise recently in anticipation of the release of the PlayStation2 thanks to gains from the likes of Recoton (Nasdaq:RECT) and Curtis International (Nasdaq:CURT). Moves in Acclaim Entertainment (Nasdaq:AKLM), Electronic Arts (Nasdaq:ERTS) and Take Two Interactive (Nasdaq:TTWO) have spurred the Console Games Software group index 11.56% higher in the past month. Electronic Arts has unveiled its first entertainment title for the PlayStation 2 entitled SSX/Snowboard SuperX. The game can have up to eight players and uses artificial intelligence to enhance the user's experience. Despite its integration into PCs and Electronic Gaming Systems, SECTORBASE analysts believe Rambus must avoid any further delays and become omnipresent in low end PCs to become a true de facto Memory Interface standard. Sensing that potential, the same five companies now in RDRAM production entered into an alliance to develop the next generation DRAM technology to avoid being squeezed by Rambus. In addition, Microsoft (Nasdaq:MSFT) debuted its own Gaming System called the X-box, which will run on a Pentium III Processor and use a 32-bit Accelerator from NVIDIA (Nasdaq:NVDA) to power the Graphics engine. The increased competition could motivate Rambus to find additional applications for its technology and help expand its market potential in the process. For additional market analysis and index performance data, please register for SectorTrends at www.sectorbase.com. Note: SECTORBASE provides research for use in investment decision-making. SECTORBASE.com, Inc. does not offer any investment advice, or endorse, recommend, directly or indirectly, the purchase of individual securities. The information and pricing data available is thought to be reliable and accurate, but cannot be guaranteed. About SECTORBASE.com SECTORBASE.com, Inc. designs, develops and markets a powerful Investment Research Platform to investment professionals and individual subscribers through its web site www.sectorbase.com. The platform possesses key product-by-product categorizations, essential to performing accurate comparative valuation and peer group analysis. The Company utilizes a patent-pending Internet-based technology platform to provide original content and services that include proprietary sector-specific and non-financial statement, qualitative information, over 15,000 product and service indices, and sector-specific original news and alerts. Copyright (C) 2000 Business Wire. All rights reserved.