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

To: James Fulop who wrote (46293)	6/29/2000 12:38:00 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

James Thanks The plot thickens! LOL! Don

To: James Fulop who wrote (46293)	6/29/2000 1:03:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Here's the article for posterity. chinaweb.com CHIPS VIA Technologies weighs support for RDRAM Jun 28 2000 1:57PM Homeway VIA Technologies of Taiwan announced this Monday that it may shift support to the Rambus DRAM (RDRAM) specification from double data rate (DDR) DRAM specifications, if RDRAM becomes mainstream memory, Taiwan Economic News reported. The statement coincides with recent efforts by US-based Rambus Inc. to slash costs and patent fees in a bid to win support from memory-chip makers. Rambus lately disclosed that manufacturing cost for its RDRAM has halved over the past three months. It also noted that its patents encompass not only RDRAM technology, but also aspects of DDR DRAM and SDRAM (synchronous DRAM). VIA said that if the lower royalty fees encourage more chipmakers to shift to RDRAM, it might reassess whether or not to support the new specification. The company noted, however, that DDR DRAM technology has advantages over RDRAM in its relatively more mature technology and open architecture. VIA is one of Taiwan's leading chipset designers and a recent arch-rival of Intel Corp. The company makes chipsets supporting SDRAM chips that process data at 133 Mb per second and DDR DRAM, which achieves double that speed. Intel has championed the RDRAM standard that can transmit data at up to 800Mb per second. Rambus has said that it will apply RDRAM not only to high-performance and mid-performance personal computers, but to consumer electronics and telecommunications products as well. The move has forced VIA to look for other product niches supporting DDR specifications. While Rambus claims that the manufacturing cost of its RDRAM has halved, VIA officials estimate that the packaging and assembling costs will keep the price of the chip high. Toshiba and Hitachi have signed royalty agreements with Rambus for use of its technology. Micron Technology of the United States and Samsung Electronics of South Korea, which are both partly owned by Intel, have begun producing RDRAM chips. At a computer show held early this month in Taipei, VIA and several DRAM makers including Micron, Samsung, NEC, and Hitachi jointly announced that DDR DRAM will be next generation of high-speed memory, pushing DRAM makers to develop chips based on both DDR and RDRAM technology.

To: James Fulop who wrote (46293)	6/29/2000 1:28:00 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

James... Yes, and thanks!!! Your post confirms what our Asian friend oweowedpd (from Yahoo board) said earlier, and what Ali Chen was trying to mock and sweep into the garbage bin as BS. oweowedpd has always posted first hand information accurately from Taiwan, where he resides. He gets the info first but sometimes he cannot show a English translated version in his posts (there is no Babalfish for Chinese). From my experience with oweowedpd I trust him 100% that he is translating and posting what he is reading.