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

To: Bilow who wrote (49714)	8/14/2000 2:41:27 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Really? Are these the only possible interpretations?

To: Bilow who wrote (49714)	8/14/2000 3:53:04 PM
From: NightOwl	Read Replies (2) \| Respond to of 93625

I see the plot is thickening: nikkeibp.asiabiztech.com Intel says Direct RDRAM is the only viable solution for the next-generation PC main memory. On the other hand, it is reported that Intel is developing a chipset featuring support for PC133 RDRAM, along with the 850 chipset (development code name: Thehama) supporting Direct RDRAM, for Pentium 4, which comes after the Pentium III. Therefore, it might again be a possibility that the shift of PC main memory to Direct RDRAM will be delayed again. What kind of tactics will Rambus adopt to give priority to stockholders' profits under these circumstances? Tactics indeed. I haven't seen a ground war like this since Korea. Looks like INTC is damned if they do and damned if they don't. I assume that Gelsinger is going to be given command of the next Charge of the Light Brigade. :8) I wonder if IBM is enjoying this? I would think they would be rushing to sign on to the Drambus spotted line (That will be the new corporate name won't it?) just to assure that INTC gets a hoist up on that pitard,... or should I say "tar pitard"? (Hee:8) That LDT thing at AMD is looking better everyday. But I must say I like Transmeta's approach even better. When are they going to diversify and join AMD/INTC in the desktop wars? 'Aint competition a wonderful thing?! 0\|0 Oooops! The proverbial M&P question: Just how tough would it be to make an Controller Chip set with DRAM embedded? Or would it be more efficient to break off the memory controller function from the chip set and embed that in the DRAM?

To: Bilow who wrote (49714)	8/14/2000 9:58:38 PM
From: gnuman	Respond to of 93625

Carl, re: the implications that Intel has not respun the i820 is a clear indication that either the memory interface is good enough (but not good enough to beat PC133), or that Intel is not interested in furthering the i820 product. It may also be that the MCH design for DRDRAM was very good and can't get better. Those who claimed the MCH was totally redesigned for the 820E chipset and that the 820/815E comparisons don't count have now conveniently ignored the issue. Same for the claims that P4 always intended to use SDRAM. The ICH was improved, but from what I've read the industry isn't in a hurry to redesign the systems and motherboards. Dell already provides the extra functions of the new ICH in their systems. Representatives from Dell's Dimension line, Hewlett-Packard's Pavilion series, Compaq's Presario line, and Gateway say they have no immediate plans to use the 820E............... Dell, a major supporter of the 820 chip set and RDRAM, already offers the same extra functions in its Dimension family through add-ons, says Brian Zucker, Dell's technology evangelist for small business and consumer products. pcworld.com JMHO's