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

To: Dave B who wrote (39211)	4/4/2000 4:08:00 PM
From: Dr. Id	Read Replies (2) \| Respond to of 93625

Any ideas why Rambus continued to fall (finished down 47) while the others (for the most part) rebounded?

To: Dave B who wrote (39211)	4/4/2000 4:15:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

RE: DDR and RDRAM INFO electronicnews.com

To: Dave B who wrote (39211)	4/4/2000 4:32:00 PM
From: Jdaasoc	Respond to of 93625

Dave: From Business wire, SO-RIMM for telecom devices john SMART Modular Technologies, Inc. Expanding Line-Up of SO-RIMM(TM) Modules to Support Networking & Telecom Companies -- Specific Support for Increased Internet Switching Demand -- Expands Rambus(R) Family of Product Form Factors -- Meets Rambus SO-RIMM Specifications PR NEWSWIRE - April 04, 2000 09:30 FREMONT, Calif., Apr 4, 2000 /PRNewswire via COMTEX/ -- SMART Modular Technologies, Inc. announced today the planned expansion of its diverse family of Rambus products to include a SMART-designed 32MB SO-RIMM. The new 32MB ECC and non-ECC SO-RIMMs are being developed to support networking and telecom companies that depend on high-performance, high-bandwidth memory in a smaller form factor without changes in density. The 32MB SO-RIMM, which is expected to debut this calendar quarter, will join SMART's ECC and non-ECC 64MB and 128MB SO-RIMMs, which are currently available from SMART. There are a number of benefits for Internet equipment companies who are designing SO-RIMMs into their products. Networking applications with limited line card to line card spacing should appreciate the short profile of the SO-RIMM. The small form factor design of the SO-RIMM also allows for efficient airflow in horizontally designed communications equipment. Finally, SMART's new 32MB ECC and non-ECC SO-RIMMs are advantageous for communications equipment that utilize distributed network functions such as protocol processing, data formatting and connection management, between the distributed-memory system and the network interface. This distributed memory type of architecture helps to achieve high-bandwidth network I/O without requiring large amounts of memory. Traditionally, communication systems have used flow-through synchronous SRAM, which can be expensive and may have limited availability. With the 32MB ECC and non-ECC SO-RIMM, OEMs may soon take advantage of the high-speed, high-bandwidth capabilities of new Rambus technology, which will be offered in a lower range of densities. The SO-RIMM product family is designed, manufactured and tested by SMART to meet critical Rambus-supported RIMM(TM) module specifications. "SMART's ongoing support of Rambus technology coupled with its design capabilities for 32MB SO-RIMMs will further promote the adoption and implementation of this advanced technology for networking and communications applications," stated Cindy Lindsay, Director of Strategic Alliances at Sitera Incorporated. "Our network processor is specifically designed to support Rambus technology in high-performance networking and telecommunications equipment which helps drive the need for SO-RIMMs," continued Lindsay. "SMART's ability to meet Rambus memory specifications for RIMMs and SO-RIMMs originates from our early support of Rambus technology. Consequently, SMART is better positioned to provide customized Rambus-based memory solutions for OEMs with varying memory requirements," stated Arthur Sainio, SMART's Product Marketing Manager. About SMART SMART Modular Technologies, Inc. is a wholly owned operating company within the technology solutions business unit of Solectron Corporation (NYSE: SLR). SMART, a leading independent manufacturer of memory and I/O products, offers more than 500 products to leading OEMs in the computer, networking and telecommunications industries. The memory product line includes specialty and standard DRAM, Flash memory and SRAM modules and Flash memory cards. The I/O product line includes standard and custom wireless and wireline communications devices and modular I/O sub-systems for client-side and central office applications. SMART operates several specialized manufacturing and design facilities and has access to the worldwide manufacturing operations of Solectron Corporation. More information on SMART can be obtained on the Internet at smartmodulartech.com. The first, third and fourth paragraphs of this press release contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Actual results could differ materially from those projected in the forward-looking statements as a result of certain factors including without limitation component availability, production, design and/or engineering difficulties in bringing the 32MB SO-RIMM to market. NOTE: Rambus is a registered trademark of Rambus Inc. SO-RIMM and RIMM is a trademark of Rambus Inc. SOURCE SMART Modular Technologies, Inc. (C) 2000 PR Newswire. All rights reserved. prnewswire.com -0- CONTACT: Arthur Sainio of SMART Modular Technologies, Inc., 510-624-8126, or arthur.sainio@smartm.com

To: Dave B who wrote (39211)	4/8/2000 9:08:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; Re high price or RIMM modules. This was supposed to change by now, wasn't it? Funny thing, they can find all kinds of reasons why RDRAM doesn't really cost as much as you have to pay for it, but they can't sell it to you cheap... The odd thing is that those NVIDIA cards that include 4 DDR DRAM chips are going out for $239 each, quite cheap given the amount of silicon in the GeForce controller (which requires a fan, as of the current product). A reminder for those who forgot the history of RIMM pricing: July 26, 1999 One small module maker in Taiwan said its 128-Mbyte RIMM sells for $840; Intel* officials dismissed that price as an aberration.* techweb.com Nine months later, the aberration continues. -- Carl