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

To: Ali Chen who wrote (39852)	4/13/2000 5:54:00 PM
From: Don Green	Respond to of 93625

Shinko Electric To Produce Packages For Direct RDRAM Wednesday, April 12, 2000 NAGANO (Nikkei)--Shinko Electric Industries Co. (6967) plans to begin mass-producing packages for Direct RDRAM (Rambus dynamic random-access memory) from April. Shinko will adapt the micro-ball-grid-array packages that it produces for housing cell phone processors, boosting combined output of packages for both processors and Direct RDRAM from the current level of almost 10 million units a month to 20 million units a month by May, and again to 30 million units a month by September. Shinko also plans to invest several billion yen to adopt new packaging production technology by fiscal 2001 that will allow it to test chip circuits on a wafer before they are cut, reducing by half the time and cost of after-processing. Shinko plans to first use the new technology to put out the equivalent of 20,000 to 30,000 8-inch wafers a month. (The Nikkei Industrial Daily Wednesday edition)

To: Ali Chen who wrote (39852)	4/13/2000 6:59:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Ali, I notice you put in the first place the concern that the technology is not sound. I think your subconscious works in the right way :) Just putting myself in your shoes ;) Did it ever come to you that the experience in Rambus high-speed signal design, even negative, may be re-used for AMD's LDT projects? Great, another company that Rambus can sue for stealing their IP! ;) ;) If you mean that they should not design processors for x86 Windows architecture but create something on their own, orthogonal to every OS and application software, then I never saw any more idiotic statement than that. I didn't say it had to be for Windows, that was your (idiotic?) assumption. Why go up against Intel for any reason? Talk about the ultimate idiocy! Developing their own technology rather than being a copier of Intel has worked well for ARM. Certainly it's been a better investment for it's holders than buying AMD has been. Dave