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

To: Barry Grossman who wrote (41155)	4/28/2000 7:41:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Barry, <i. Willamette and Rambus are joined at the hip. Timna and Rambus will be too. Timna will rely exclusively on an MTH and SDRAM, and there is nothing preventing Willy from doing the same. Scumbria

To: Barry Grossman who wrote (41155)	4/28/2000 10:57:00 PM
From: jr_not_ewing	Respond to of 93625

YO............Barry PHILADELPHIA SEMICONDUCTOR RISES 2.9%, LED BY RAMBUS UP 8.6% J-R

To: Barry Grossman who wrote (41155)	4/29/2000 2:48:00 AM
From: dmf	Respond to of 93625

Barry: Rob Young responds to Ten, from the Intel thread: Sounds interesting to me. Anything that supports at least 8 Rambus chanels... "Rob, I'm confident that McKinley-based servers will blow away even Foster-based servers. How well it does against EV7 is anyone's guess" --- Not hard to guess. After all, there are two features in EV7 the industry is headed towards... on-chip network and on-chip memory controller. One other thing, indications are that main memory bandwidth is 10 Gig/sec (from memory, will have to dig for that a bit), yes.. a CPU /memory designer writes recently: "In the years since the EV7 disclosure at uPF I have turned up a lot of cross-supporting evidence that EV7 actually supports at least 8 rambus channels and is capable of sustaining over 10 GB/s" More than they presented. We will see if that number is accurate. Rob

To: Barry Grossman who wrote (41155)	4/29/2000 7:55:00 AM
From: gnuman	Respond to of 93625

Barry, re: <Willamette and Rambus are joined at the hip. Timna and Rambus will be too.> There seems to be a lot of conjecture about Timna. According to ZDNet, the low end Timna will come out with an SDRAM controller, with a Rambus version to follow? zdnet.co.uk And according to the Register, the first three Intel mother boards will use the ICH2 chip set for SDRAM. theregister.co.uk And speaking of mobo's I remember reading a recent article in which I thought Intel said 30% of CPU's currently ship with Intel mobo's, and it's expected by Q4 80% will. (Can no longer find that URL). If true, that's a rather profound statement with lot's of implications. I think it illustrates the impact of higher speeds throughout a system on the complexity of mobo design, manufacture and quality assurance. (Wonder what the third party providers think of that?) I've heard that the tier one accounts insist on Intel mobo's for Rambus, but it look's like the new high speed CPU's and chip sets also demand tighter designs. Thinking "outside the box", seem's like there are implications re: product differentiation, pricing, mobo fab capacity, product mix, competition, etc. But it sure is interesting. <g> JMHO's