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

To: Jdaasoc who wrote (38722)	3/22/2000 4:34:00 PM
From: Orion	Read Replies (1) \| Respond to of 93625

Micron Upgraded partly BECAUSE OF Rambus, ROTFLMAO !!! cnnfn.com stock on rampage Chip technology provider's stock up 23 percent after Morgan Stanley upgrade March 22, 2000: 2:58 p.m. ET NEW YORK (CNNfn) - Shares of high-speed chip interface technology provider Rambus soared after Morgan Stanley boosted its price target to $500. In afternoon trading Wednesday, Rambus (RMBS: Research, Estimates) rose 61-9/23, or 23 percent, to 328-1/8. Morgan Stanley Dean Witter analyst Mark Edelstone upped the Mountain View, Calif.-based firm to $500 from $266. Rambus creates and licenses high-speed chip interface technology used to speed the performance and cost-effectiveness of computers and electronics. In his research note, Edelstone attributed several factors behind his upgrade, such as support of the company's technology by Intel (INTC: Research, Estimates) and the use of its products in the hugely successful launch of Sony's PlayStation 2 in Japan. "Intel advocated the support of Rambus technology at the Intel Developer Forum ... and invested $250 million in Infineon for the support of Rambus technology," Edelstone said. "Based on its overall business model and long-term growth opportunity, we believe that Rambus has one of the most attractive intellectual property franchises in the semiconductor industry ... we believe that Rambus' net margins will probably end up becoming one of the highest profit margins ever enjoyed in the semiconductor industry." Deutsche Banc Alex. Brown analyst Erika Klauer told CNNfn.com that Rambus was a factor in her upgrade in Micron Technology's (MU: Research, Estimates) stock Wednesday. "We're seeing very favorable additions to Rambus technology - what Rambus technology does is reduce the net supply of DRAMs because they're bigger chips and so net supply ends up going down," Klauer said ROTFLMAO "Micron Say Thanks to Rambus !!" Now every investor know Rambus is inside the highly successful PS2, an analyst told so... Can someone explain the last paragraph, does she mean quantities produced ? Orion

To: Jdaasoc who wrote (38722)	3/22/2000 5:34:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

John, We'll get Tench's answer as gospel, but I'm pretty sure that Rambus specifically does not share data and control signals on any pins. Instead, they packetize the control signals onto I believe a 5-bit wide bus which after 8 clock transitions provides a 40 bit control "word" (for lack of a better term). One of the reasons RDRAM works better than DDR is that the control and data signals travel at the same speed (both using a 400Mhz clock). DDR sends the signals at different speeds and I'm sure John W. or Tench can explain better than I why that's a bad thing (crosstalk?). But I'm pretty sure they don't MUX the signals. In fact, now that I think about it, I'm positive they don't because with RDRAM you can sustain the data stream at an almost constant flow (since while the data is flowing you can be sending additional commands on the command bus). If you combined the signals, the data would have to wait fairly often for a command to be sent. That's partly why RDRAM gets something like 95% efficiency versus the 65% to 70% in sustained data transfer that SDRAM and DDR get. I may have these numbers slightly wrong but I'm sure the concept is correct. Dave

To: Jdaasoc who wrote (38722)	3/23/2000 1:10:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

John, <Most people think it is the double clocking that infringes RMBS's patent.> I think this is a widely held misconception. If it's the double-clocking that infringes on the patents, then a lot of other interface standards would infringe on RMBS' patents as well, like AGP, Intel's Itanium bus, AMD's Athlon bus, Compaq/Digital's EV6 bus (actually the same as Athlon bus), etc. <I believe DDR infringes by the fact it may mux it's control signals on the data bus. RMBS describes this feature on several of it's patents.> I don't think either do this. As Dave already explained, Rambus has eight signals that are used as a dedicated control bus (three for row packets, five for column packets) along with 16 separate signals for data. DDR also has separate signals for control, I think. The difference is that Rambus double-pumps both control and data packets, while DDR only double-pumps data. I'll try and find out more on my end, John. Tenchusatsu