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

To: NightOwl who wrote (49722)	8/14/2000 7:01:26 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

NightOwl, <That LDT thing at AMD is looking better everyday.> LDT is not a competitor to Rambus. LDT is merely a chip-to-chip interconnect for the server market, and it will primarily be used by AMD to connect up 2-way SMP building blocks into a scalable 8-way server. Unless Rambus has plans for creating a chip-to-chip interface of their own for servers, LDT is not a threat. Tenchusatsu

To: NightOwl who wrote (49722)	8/14/2000 9:37:16 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi NightOwl; Ramtron makes the news big time: Upstart FRAM Market Stuns Analysts Ferroelectric RAM (FRAM) has long been the black sheep of the nonvolatile memory industry. But it enjoyed a moment in the spotlight last week when Ramtron International Corp. secured a deal worth more than five times as much as some analysts' estimates for the entire industry. Under the deal, Ramtron will provide $65 million worth of FRAM parts to Ampy Automation Digilog Ltd. and designated manufacturing subcontractors over the next four years. The deal dwarfed estimates from market research firm GartnerGroup's Inc.'s Dataquest unit, which previously forecast the whole FRAM market was worth a paltry $3 million a year. "It's always surprising when you see someone place an order for a part that basically multiplies the market by four times," said Jim Handy, memory analyst at Dataquest, based in San Jose. "The total market appears to be worth about $3 million a year. This deal makes it around $16 million a year. That's a big jump up." Ramtron's patented FRAM technology has lurked on the fringes of the memory market for more than a decade, but most of the activity up till now has been in licensing. "The fact that analysts forecast the market to be worth $3 million to $4 million a year was probably because no big orders had occurred, or because it was below the radar screens of many people," said Walt Lahti, vice president of market research at Integrated Circuit Engineering Corp. "Not many people follow $3 million markets all that closely." Which isn't to say the licensing business isn't a big deal as well. Ramtron holds licensing agreements with six memory makers, including big guns Samsung Semiconductor Inc., Toshiba Corp. and Hitachi Ltd.Fujitsu Ltd. and Rohm Electronics are already in production of FRAM, according to Ramtron. ... electronicnews.com -- Carl