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

To: Steve Lee who wrote (44125)	6/12/2000 8:05:00 AM
From: gnuman	Respond to of 93625

"Taiwan's Motherboard Industry Sees Good Prospects" June 12, 2000 (TAIPEI) -- Motherboard shipments are expected to set a record high in the second half of this year, with the busy season beginning in June. This would be earlier than usual, judging from statistics and the responses among visitors at the recent Computex Taipei 2000 show. Taiwan dominates the global motherboard market. In the past five months, Taiwan churned out nearly 50 million motherboards, and full-year shipments are expected to top 150 million units, or 20 percent higher than the estimate made early this year by International Data Corp (IDC). The Market Intelligence Center (MIC), under the Institute for Information Industry (III), expects shipments of Taiwan-made motherboards to grow by more than five percentage points, to 80 percent, in global markets. As a result, motherboards have held center stage at Taiwan's Computex show in recent years. At this year's show, motherboards with CPUs based on VIA Apollo Pro133A chipsets, Intel 815 chipsets, and VIA Apollo KX133 chipsets have attracted a number of high-profile prospective buyers. With respect to individual firms, Giga-Byte Technology Co., Ltd. and Micro-Star International Co., Ltd. stand to see their motherboard shipments exceed 10 million units this year. Also, Asustek Computer Inc. is expected to ship more than 15 million units. nikkeibp.asiabiztech.com With Taiwan's 150 Million mobo's estimated at 80% share, look's like 187 million total W/W this year. (Doesn't seem to correlate to forecast box shipments, though).

To: Steve Lee who wrote (44125)	6/12/2000 8:40:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 93625

Steve, For a server, there are many many gigabytes of data - so amount of RAM is more important than speed of RAM, in order to get as much data in the file/database cache as possible. This is basically why Rambus is facing such an uphill battle in the server space. RDRAM is much more limited as far as the how much you can connect to a channel compared to SDRAM. Joe

To: Steve Lee who wrote (44125)	6/12/2000 9:40:00 AM
From: Scumbria	Respond to of 93625

Steve, If u r accessing a file which has not been accessed, and is not in virtual memory, then it is not paged out. Any file accessed for the first time will come from disk. Subsequent accesses are the ones affected by DRAM size. The reason why memory size in MP systems is important, is because the bandwidth from disk is much lower than the bandwidth from DRAM. If an inadequate amount of DRAM is available, the bandwidth becomes limited by disk bandwidth, rather than DRAM bandwidth. Here is a paper which discusses the importance of "effective memory bandwidth" in MP systems. The key line from the article is: This paper presents a cluster-based PPMB multiprocessor system and an analysis of its performance. The effective memory bandwidth is chosen as the main performance measure. csep.hpcc.nectec.or.th Scumbria