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.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: bonnuss_in_austin who wrote (26655)	7/26/2000 10:33:41 AM
From: Dealer	Read Replies (1) \| Respond to of 35685

RMBS--July 26, 2000 10:05am Rambus falls on Intel's Pentium 4 plans By John G. Spooner ZDNet News Rambus shares tumbled Wednesday after ZDNet News reported that Intel will also support synchronous dynamic RAM (SDRAM) for its forthcoming Pentium 4 chip. The news, which was first reported by ZDNet, is important, because it will help PC makers bring the cost of Pentium 4 systems down. It's also bad news for Rambus (Nasdaq: RMBS), whose Rambus direct RAM (RDRAM) was apparently a lock for the Pentium 4. Rambus shares were off 13 percent on the news to 73 55/64. Sound off here!! Post your comment Latest News on RMBS Rambus falls on Intel's Pentium 4 plans... RESEARCH ALERT-UBS Warburg reiterates Rambus... Intel to bring SDRAM to Pentium 4... RMBS: News Profile Chart Estimates Intel has added to its roadmap a new chip set that will support 133MHz SDRAM, known as PC133, for the Pentium 4. The chip set will be available next year, Intel officials said. Sources expect that it will ship in the second half of the year. Need for cheaper pricing Intel officials feel that Rambus direct RAM (RDRAM) will continue to be the memory of choice for the performance desktop. However, they acknowledge a need for a memory technology that will allow PC makers to deliver Pentium 4 systems at lower, "mainstream" prices. RDRAM continues to command a hefty premium over SDRAM. INTC (Nasdaq) Profile Charts Quotes Last Trade 06:09 PM 140 7/8 Change + 2 7/8 Change % +2.08 % Volume 14,811,600 Quotes delayed by 20 minutes or more. News of the new chip set may seem like a change of direction for Intel, which had previously only publicly stated support for RDRAM on the Pentium 4. However, the company maintains that it always considers supporting multiple memory technologies for its chip sets. So was Intel looking at supporting SDRAM or even double data rate DRAM (DDR DRAM) for Pentium 4? 'The right time' "We continuously assesses new technologies for our chip sets and processors," said Intel spokesman George Alfs. "We have decided that this is the right time to discuss this with our customers." Alfs said that in fact, "we are investigating a DDR option for this chip set." However, there are no other details on whether or not the company will make such an option available. Intel will offer SDRAM support, and is evaluating DDR, because "We want to make sure that Pentium 4 ... is accessible to everyone with a variety of chip sets and memory types," Alfs said. As has been previously discussed, the Pentium 4 will enter the market at the high end. The first chip set available for it will be Intel's 850, which will support dual channel RDRAM. Intel's PC133 chip set for Pentium 4 could be around for some time. Intel officials predict SDRAM will be available at least through the end of 2001.