Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (43567)	6/6/2000 9:51:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Gene Parrott; The question is whether Intel is delaying Timna in order to replace the MTH or in order to replace Timna's RDRAM memory interface with an SDRAM memory interface. If I had to make bets, I would say that they are still working on the MTH. It's hard to rework a CPU's memory interface because there are usually a whole lot of assumptions about it built into how the rest of the chip works. I don't think that Intel will have had time to revamp Timna that much. But the obvious conclusion from the announcement of the Timna delay is that there is no deal with the memory makers to drastically increase RDRAM production and decrese prices. If there was, they would have released Timna with RDRAM only support. That has to be why RMBS is taking the news hard. Your thoughts? -- Carl

To: gnuman who wrote (43567)	6/6/2000 9:56:00 AM
From: visionthing	Respond to of 93625

Timna was to run w/MTH this year, Rambus was not to migrate (to low-end) until next year. This story changes nothing for Rambus. The street reaction this morning is typical. Swing traders jumping out. The bottom line for customers is that the Intel 820 chipset will return to being a Direct Rambus-only part. Intel is currently briefing its customers on the delays, the spokesman said. While the news will likely be taken as yet another problem with the trouble-ridden MTH, the spokesman said the company's hands are tied. "We simply have to look at one situation at a time," he said. No errors have been discovered with Timna. Instead the chip, designed with an integrated Direct Rambus (stock: RMBS) interface, was supposed to use an MTH to interface to the more popular and cheaper SDRAM. techweb.com VT