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

To: Eric K. who wrote (48211)	7/28/2000 5:30:20 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Latest from EBN "Rambus adds Oki Semiconductor to licensee list" Oki Electric's managing director, Masayoshi Ino, said the deal with Rambus was "necessary for current and future memory and logic products." Oki Semiconductor had about $480 million in DRAM sales last year, placing it 10th worldwide. Oki, however, now concentrates on application-specific memories instead of commodity DRAMs. ebns.com "Rambus' hopes dealt another major blow by Intel" "We will have to reconsider our Direct Rambus projections," which had shown Direct RDRAM accounting for more than 40% of the DRAM market's unit shipments in 2002, said Jim Handy, an analyst at Dataquest Inc., San Jose. "Our original forecast was based on the premise that Intel would drive Direct Rambus adoption in the market. Now there is some uncertainty that this will happen.........." Though Rambus declined to respond to questions related to Intel's decision to design its own PC133 chipset, the company had earlier said the time when Direct RDRAM will become cost-competitive is not far off. Direct RDRAM will carry a 5% price premium relative to SDRAM in 2002 following an upcoming chip redesign, said Rambus vice president of worldwide marketing, Avo Kanadjian. ebns.com