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

To: Bilow who wrote (43207)	5/31/2000 2:41:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

My EE-Times came, lots of articles mentioned DRAM: Jim Handy of Dataquest, (the guy who was predicting RDRAM to run rampant this year), managest to write an entire article titled: Technology Dictates Fate of Memories without once ever even mentioning RDRAM (or DDR): techweb.com Flash has been taking wafer starts from DRAM. FLASH STORM WARNING HERE To meet the challenge, DRAM capacity will be converted to flash, as is already happening at Toshiba Corp. and Hitachi Ltd. techweb.com Article mentioning the trend towards MCM or SOC or SIP that I've been talking about recently: System-in-a-Package (SiP) is essentially a partitioning technology that combines existing components-ASIC, SoC, DRAM and the like-into a single package. techweb.com Mention of the Intel / Rambus thingy in this article: ServerWorks to supply high-end chipset to Force The company is also developing a double-data-rate (DDR) chipset for Intel Corp.'s upcoming 32-bit Foster and 64-bit McKinley servers. The two companies have strong ties, and Intel reportedly was ready to make a minority investment in ServerWorks. However, Intel is strongly promoting Direct Rambus DRAM for high-performance desktops and workstations. techweb.com Another one of those Taiwanese securities analysts (like the one that said that Micron had gotten rid of 1/4 of their SDRAM capacity by converting it to flash and RDRAM. Yeah right.) But the article did mention a rumor running around the industry that has Intel buying RDRAM direct, just in tiny quantities: Intel details plans for motherboard recalls Alfred Yin, vice president of Primasia Securities in Taipei, said less than 5% of motherboard manufacturers in Taiwan are shipping boards with the 820 chipset and Direct RDRAM. "The 820 platform has not been as popular as SDRAM," he said. "Some companies spent lots of effort promoting Rambus, but it turned out the response from their customers wasn't as good as expected. They still favor the BX, [Intel] 810, or Via [Technologies Inc.'s Apollo] Pro 133 chipsets." Still, for those companies opting for the Rambus option, Intel is offering new VC820 boards with up to 128 Mbytes of Direct RDRAM, at PC700 speeds or faster. Industry sources told EBN that Intel has purchased up to a million pieces of PC700 Direct RDRAM, although the company declined to comment on how many chips it has stockpiled. techweb.com An article on Timna mentioned RDRAM: MTH hiccup causing Timna birth pains Monday-morning quarterbacks can nag Intel that the Timna MTH question is caused by the chip company's single-minded dedication to Direct Rambus and initial refusal to use SDRAM. But high-speed, narrow-bandwidth Direct RDRAM has great technical appeal for a bare-bones integrated processor like Timna. Unfortunately, for the Timna launch there's a timing mismatch between Rambus pricing and availability. Now, it's up to a fixed MTH to bring the baby processor into the world. techweb.com -- Carl P.S. As usual, these short quotes are intended to whet the interest of the reader of this thread. To get the rest of the story, click on the links.