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

To: Zeev Hed who wrote (41874)	5/9/2000 7:02:00 PM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

INTC REITERATES Zeev: I don't think we'll see your GTC! <ggg> Intel commits to using only Rambus with upcoming Tehama chip set By Will Wade EE Times (05/09/00, 06:15:17 PM EDT) FOLSOM, Calif. ( ChipWire) -- Intel Corp. is running prototypes in the lab of core logic for its upcoming Willamette microprocessor, featuring support for Direct Rambus DRAM technology. Both the core logic and Willamette are due for commercial release by the end of the year. But analysts are concerned that Intel's focus on RDRAM could backfire if the memory chips are not available at competitive prices by then. Intel has working silicon for both Tehama, the primary chip set for desktop PCs using the Willamette processor, and Colusa, the chip set designed for the server version of the Willamette MPU, code-named Foster. Reiterating Intel's dedication to RDRAM, Louis Burns, vice president and general manager of the company's chip set group, said, "From a technical point of view, RDRAM is absolutely the best solution." While PC OEMs have started to ask memory vendors to provide double-data-rate (DDR) SDRAM to increase system performance at prices lower than for RDRAM, Intel's new processor will only work with RDRAM. "My roadmap does not include any DDR," said Burns. However, Intel had said the same thing a year ago on the eve of the release of its 820 chip set, code named Camino. That chip set was designed to link the Pentium III processor with memory, and Intel insisted that was its only function. Since then, RDRAM chips have been in short supply and system OEMs have been reluctant to adopt the expensive technology in volume. A few months ago, Intel announced that the 820 also works with a memory translation hub (MTH) that allows the chip set to run with standard SDRAM (see Feb. 18 story). Dean McCarron, principal analyst for Mercury Research in Scottsdale, Ariz., said that about three-quarters of the Camino chip sets shipped in the first quarter of this year were intended to work with SDRAM. "A lot of people are using the MTH," he said. While Burns insisted that Intel has no plans to produce anything similar to the MTH for the Willamette and Tehama product generation, McCarron said it would not be difficult for the company to quickly produce such a chip if necessary. "Intel is fanatically committed to Rambus," said McCarron. With a top speed in the 800-MHz range, RDRAM is much faster than the 266 MHz seen with current samples of DDR SDRAM. However, McCarron said, RDRAM has a longer latency period than SDRAM-based designs. And without full systems using both technologies for a side-by-side comparison, it is still difficult to name one technology as the clear performance leader. Performance may be moot, though, because cost is one of the most important remaining questions. RDRAM is at least three times the price of SDRAM, said McCarron. This is a function of the still-limited availability of RDRAM, as well as their lower yields compared to SDRAM and the mandatory royalty fees that must be paid to Rambus Inc. DDR SDRAM is projected to be almost the same price as SDRAM by the end of the year. "RDRAM availability is incredibly important for the Tehama and Willamette launch," said Intel's Burns.

To: Zeev Hed who wrote (41874)	5/9/2000 7:04:00 PM
From: cellhigh	Read Replies (1) \| Respond to of 93625

yea,i like sndk...seems cheap here.one good thing about times like these,you really get a beat on snappy ones. i guess we certainly will find out soon which are which....rizz

To: Zeev Hed who wrote (41874)	5/9/2000 7:47:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Zeev: Insiders file to sell another 43,000 shares biz.yahoo.com With 40% of shares being day-traded on Island ecn alone, what are the chances that these 43K insider shares will find home in hands of LT investor or mutual fund. 200 day moving average is 131. The only question to be answered is on what day does RMBS reach it and "rebound" on short covering. john