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

To: unclewest who wrote (50737)	8/22/2000 2:14:58 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; More from Tom, on Nvidia developing DDR chipsets, while Intel is dumping Rambus and buying Nvidia stock: More on NVIDIA Last month we disclosed that NVIDIA is quietly developing two DDR-SDRAM chipsets. A few days later a CNET article (on March 31, 2000, Intel reported direct ownership of 403,910 shares of CNET stock; CNET has also recently acquired ZDNET) quietly supported our assertion that the graphics chip maker would be designing core logic chips for PC platforms. The article also discusses a "mystery" chip for the X-Box. While conceding that GMCH-like (Intel's Graphics and AGP Memory Controller Hub) functionality is already being designed by NVIDIA for the X-Box, the writer speculates the other chip might be audio related. ... Hate to say we told you so, but... As we revealed in our last column, and elaborated further in this article, Intel has announced its intention to produce a PC133 SDRAM chipset, the Brookdale, for the Pentium 4 (AKA Willamette). Furthermore the Brookdale will likely also support DDR-SDRAM. This is a major reversal for Intel as it has been stating since the Intel's Developer's Forum (IDC) last winter that Willamette would only work with RDRAM. Well, we've been writing from the beginning that Intel's commitment to Rambus was not nearly as strong as the chip giant and its media allies tried to portray. All the way back in February we wrote that Intel was building a back door to dump Rambus RDRAM. In March we went even further and warned that Intel's commitment to use RDRAM with Willie should be taken with a grain of salt. Well, we told you so. tomshardware.com -- Carl P.S. The "R" must stand for Rambus. BWAHAHAHAHAHA!!!