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

To: gnuman who wrote (50572)	8/21/2000 3:16:30 PM
From: NightOwl	Respond to of 93625

Hi Gene, I don't suppose you'd know the state of Rambus' SDRAM, DDR patent portfolio in China would you? semibiznews.com NOw that's a future communications market worth fighting over. 0\|0

To: gnuman who wrote (50572)	8/21/2000 3:52:12 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Gene Parrott; Official word on Rambus from Kingston: (dying) They're not too happy with DDR, either, but at least see it around by the end of the year: Rambus Prices continue to decrease; demand has decreased as well Kingston has great availability Rambus prices continue to fall, and the release of new systems using this technology has been slow over the past month. Pricing of this technology is expected to keep dropping, as more manufacturers are able to now produce the components necessary to build the products. Kingston's availability on this product line is very strong. kingston.com DDR Not released into mainstream market as this time DDR is not expected in the marketplace until late 4th quarter, perhaps even the first half of Q1 2001. Kingston has recently announced that we have begun shipping engineering samples to our OEM customers and will be ready to launch full production as soon as systems are introduced. (same link) kingston.com Re the Intel figures from February. They were saying 2 million i820 chipsets in the 1Q00. They probably shipped about that many, (and he would undoubtedly have known the numbers by Feb 15, given the lead time for wafer starts), but the majority of them went out with SDRAM. (If they had gone out with RDRAM, the Samsung production figures would have been reached in March instead of June.) Gelsinger was demoted around that time, and that is the moment you can date the Intel dumping of Rambus to. -- Carl

To: gnuman who wrote (50572)	8/21/2000 7:18:10 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Gene, The Intel Platform memory roadmap, which has often been cited here, show's that Mainstream PC's based on RDRAM should be growing rapidly, with currently ~40% RDRAM. I guess there's the rub. I don't save the Intel roadmaps, but I don't remember seeing 40% for RDRAM for the mainstream PC market this year (not total, but run-rate, I assume, exiting the year). If Intel said that, then I understand your statement. In that case, it would appear that you're saying that Intel was way too optimistic, and the DRAM guys were pessimistic. Correct? Dave