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

To: jhg_in_kc who wrote (50858)	8/23/2000 12:10:45 AM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Profit is profit - Look at Happy Harry

To: jhg_in_kc who wrote (50858)	8/23/2000 12:15:42 AM
From: mishedlo	Respond to of 93625

AMD The Monkey Thanks to The Breadman on the Fool ========================================== Have no fear...RAMBUS is here :) You can bet u'r bottom dollar that RDRAM will be the main memory of choice when IA-64 is released. Well, that involves some clarifying: Itanium (Merced) is not a paper launch, but is a testbed for Intel's 64-bit offerings of the future. It is a platform from which the next generation PLATFORM will be built. It is a proof of concept if you will. They will get it out this year, but it will not be a mass product. Several thousands to tens of thousands of units will ship this year. But next year is when IA-64 really gets off the ground. The real processor is McKinley (codename for now). It will be roughly 2x performance of Itanium and will be built off the i870 chipset (RAMBUS)!!! One of the minor reasons for the delay of Itanium is because Intel had built the chip on the 460GX chipset (like a 3 year old design...based on PC100 SDRAM) but decided it needed revamping so the memory bus was upgraded. I'm pretty sure (and we might find out more tomorrow or Thursday) that when released, will be released with either RDRAM or DDR SDRAM. Ya, I think it will have both interfaces available. The important thing to remember is that it is just a proof of concept, so to speak, and the REAL IA-64 kickoff will be with McKinley next year. Intel's Ron Curry said, "This isn't as simple as cloning a chip that somebody already invented. We're inventing the whole platform." While this is a poke at AMD, it is also significant because it shows Intel's approach to the next generation. AMD is simply modifying the current 32-bit design to accomidate 64-bit code. They could NEVER design an entire new platform...they don't have the resources and cash to embark on such an endeavor! So we can assume more of the same, Intel will remain Gorilla (not that this was ever in question) and AMD will remain it's monkey. There is nothing AMD can do or say about it, that's their fate. First mover usually wins and when you have a company full of the smartest businessmen in the world as Intel does, you're fighting for second place. With Intel solidly behind RAMBUS, it's just a matter of time before RDRAM owns the memory market! In a side note, even though we own the fundamental patents for SDRAM and DDR, it's nice to see the enthusiasm and quality debate center around RAMBUS' RDRAM technology again :) Best Regards to all, the-breadman

To: jhg_in_kc who wrote (50858)	8/23/2000 12:31:12 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

Intel chipset for next-generation servers to support DDR and Direct Rambus By Jack Robertson Electronic Buyers' News (08/22/00, 05:23:57 PM EST) Executives at the Intel Developers Forum disclosed that the upcoming Intel 870 chipset for next- generation servers will support either Direct Rambus or double-data-rate (DDR) SDRAMs. Mike Fister, vice president and general manager of Intel's enterprise platforms group, said the 870 will debut in late 2001 or early 2002 to support the 64-bit McKinley server that is the successor to Itanium. About a quarter later, the same 870 chipset would be available for the next-generation 32-bit Foster servers, he said. It would be the first DDR chipset made by Intel itself. It would not be affected by Intel's licensing agreement with Rambus Inc. that bars Intel DDR chipsets for desktop PCs before 2003, since the 870 supports servers only. Fister said the totally different formats of Direct Rambus or DDR are handled by simply changing a few components in the 870 chipset. "The 870 has seven different components. We simply configure it by mix or match of components for Direct RDRAM or DDR," Fister said.The 870 is then slated to be available for the next-generation 32-bit Foster servers in the first half of 2002, he said. The Intel 870 server chipset also created uncertainly regarding the ServerWorks Inc. DDR chipset, which Intel is using for the Foster and McKinley servers. Fister said, however, that Intel intends to hold a technology lead with its own chipsets, capitalizing on the 870 and other new units coming to market. Among the new Intel chipsets is an 860 chipset to debut in the first quarter of 2001 to support workstations with SDRAM memory. The 860 is a successor to the dual-memory channel 840 that uses Direct Rambus memory. An upgraded Xeon server family in 2001 will be supported by a new Galatin chipset. Fister also made the first disclosure of another new Intel chipset, code-named Plumas, that will support dual-processor servers using the upcoming InfiniBand next-generation architecture.