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

To: pompsander who wrote (48922)	8/3/2000 8:03:06 PM
From: Don Green	Respond to of 93625

ICS Intros Clock Supporting DDR DRAM Aug 03, 2000 --- Integrated Circuit Systems Inc. (ICS) today unveiled its ICS93857 clock to support implementation of next-generation Double Data Rate SDRAM (DDR) in PCs, servers, workstations, communication switches and routers. The clock is the first in a planned series the company expects to produce. The ICS93857 uses a CMOS Phase-Locked Loop design that provides low jitter and extremely low skew differential clock signals that are essential in stabilizing clock signals and unlocking the full potential inherent in DDR technology, according to the Valley Forge, Pa.-based company. “This new family of products will enable ICS to increase its penetration of the emerging and exciting Internet infrastructure market,” said Dinh Bui, vice president of PC Timing Products at ICS, “and it will allow ICS customers to double the memory data bandwidth in their systems. Our presence in this and such other high growth markets as digital multimedia and communications will supplement our dominant position in the PC motherboard market.” ICS said the devices will support 184-pin DDR registered dual inline memory modules (DIMM) that it expects to be adopted in data communication switches, routers, servers, workstations and personal computers. “The growth rate for DDR SDRAM is projected to be explosive in the next four years,” said Sherry Garber of Semico Research Corp. in a statement. ICS quoted Garber predicting that DDR SDRAM unit shipments will reach 50 percent of the total DRAM market by 2004. ICS quoted Semico Research Corp. as forecasting that the memory module market could reach more than 500 million units by 2003. This would translate into a $200 million market for ICS’ timing product, the company claims. “DDR SDRAM and the corresponding DDR Registered DIMMs are likely to become the next main memory solution for a large number of server and networking platforms,” said Michael Seibert, DRAM Strategic Marketing at Micron Technology, a PC memory products vendor, in a statement. “In addition to standard DDR SDRAM components, registered DIMMs require critical support components that must meet industry standards for clock regeneration and input-signal buffering,” Seibert said. “We are pleased to see growing support for this infrastructure from ICS.” The demand for DDR SDRAM may also be something ICS will be able to capitalize on. Intel Corp. recently backed away from its previous pledge to use only direct Rambus DRAM (RDRAM) in its next-generation Pentium processors. Intel said it expects to use other memories such as PC-133 SDRAM and possibly DDR SDRAM.

To: pompsander who wrote (48922)	8/3/2000 8:05:52 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

pomp, capital preservation is my main concern, and I am not sure yet that we indeed have passed the storm, we got close (I had a target of $59 for the low of this move, but just two days ago when I left the bus at $75, I "promised" I'll be back at $65, so I had to fulfill my promise, but that gap from $59 (or some will call it from $57) is still "unclosed". Zeev