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To: Scot who wrote (4083)	8/9/2000 10:34:02 AM
From: Scot	Read Replies (1) \| Respond to of 275872

from the register: theregister.co.uk SiS airs Athlon integrated chip in public By: Drew Cullen Posted: 09/08/2000 at 11:08 GMT SiS has supplied the world with a fresh viewing of the SiS730s, an integrated single chip for the AMD Athlon and Duron platforms, in the run-up to launch day. The SiS730S begins pre-production in September in its own 0.18 micron wafer fab. It is assembled in what SiS claims is the highest pin count (672) plastic BGA package in the world. The SiS730S costs US$42 for OEM quantities of 10,000 units. Already, there is a fairly hefty roster of confirmed OEMs on the SiS Web site, with Acer, Asus and PC Chips among heavyweight customers. The Taiwanese company reckons that the SiS730s will have the field to itself so far as AMD Athlon and Duron integrated chip solutions are concerned for the next 12 months. SiS put the technology through its paces in a press conference, held in Taiwan on Monday, 7 August, the first time it has been seen in public since Computex in June. The SiS730S is designed to optimise Athlon and Duron CPU performance. Its feature set includes AGP 4x interface and ATA-100 IDE controller, the built-in SiS300,a 128-bit 3D/2D graphics chip and PC-133 SDRAM. You can run through the entire spec yourself at the SiS Web site. ®

To: Scot who wrote (4083)	8/9/2000 10:51:35 AM
From: Charles R	Read Replies (2) \| Respond to of 275872

Scot, <Don't bury Rambus just yet > The article is balanced but may be coming a bit late. That RMBS hasn't gotten a settlement from Samsung or Micron or Intel so far is not good news. I still have some RMBS because I was selling calls instead of selling it outright when in was above 100. There is still some hope for settlements but I have a feeling RMBS hand is getting weaker by the day. I expect AMD and Intel to go with built-in Northbridge with DDR controllers for next generation products and I don't think these folks are interested in paying anything to Rambus if they can help it. Sub 1% licensing is more of a possibility but that would seriously diminish the value of RMBS IP and hence RMBS valuation. Chuck