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

To: Bilow who wrote (46157)	6/27/2000 6:19:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi All; EE-Times article on Intel, Rambus, and patents today: Rambus clock ticks down for Intel The clock is running out on Intel Corp.'s special deals with Rambus Inc. That could change the MPU company's long love affair with the packet DRAM designed by Rambus. ... Intel has perhaps a more crucial deadline-an agreement that gives the MPU titan free access to Rambus technology. Sources hint Intel would like unchallenged Rambus data rights that could be used in the next-generation memory chip being designed by the Advanced DRAM Technology alliance. This deadline is unknown, as it wasn't disclosed in the Securities and Exchange Commission filings, along with the others. It is clear, however, that unless the Intel-Rambus deadlines are extended, you can probably write off all of the above. Analysts say that so far, Intel hasn't met the benchmark of Rambus-enabled chipsets of 20% over two consecutive quarters, even counting the abortive 820 Memory Translator Hub (MTH) SDRAM boards. Intel was banking on a third-quarter launch of its Willamette and Timna processors-with both using Rambus-enabled logic and memory controllers-to meet the 20% threshold. Timna is now delayed until next year, and Willamette and its Tehama chipset must start sampling quickly even to meet a 4Q launch. And there are no more 820-MTH SDRAM boards to credit. Can Intel double-credit the 820 Rambus replacement boards it has been forced to ship because of the MTH debacle? In any case, the 20% ratio is probably blown out of the water by the Intel 815 Solano chipset unveiled last week. The 815 is pure-vintage SDRAM, with no hint of Rambus support. As the successor to the popular Intel 440BX, the expected booming sales of the 815 could push the Rambus chipset ratio to the point of disappearance. Intel's best hope to hit the chipset target is with its mainstream desktop Willamette processor, which is expected to be unveiled next year. But that comes too late for most, if not all, of the current Rambus-deal deadlines. Increasingly, it looks like Intel has to reset the clock, one way or another. techweb.com Funny that Intel is a member of that advanced memory technology group, but Rambus isn't. Do you suppose that Intel planned to put Rambus' SDRAM and DDR IP into the pot if they got a hold of it? Could they? Why would they? Lots of questions. This is going to be the technological non-fiction thriller for the turn of the 21st century. -- Carl