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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (3422)	9/24/2000 12:26:36 PM
From: Voltaire	Read Replies (2) \| Respond to of 65232

Life beyond DRAM On December 9, 1999, RAMBUS issued a press release detailing their intentions to expand their patent portfolio and business scope. In addition to high-speed memory interfaces, the company will pursue other avenues that required high-speed electrical interfaces. First on the list is communications. This market is already large and with the growth of the Internet and the convergence of data/voice/video communications, high bandwidth connections are becoming a necessity. RAMBUS introduced its first dedicated communications technology on April 5th of this year…a 3.125 Gbps Quad SerDes (Serializer/Deserializer) Cell. This high-bandwidth I/O cell can be integrated into ASIC (application specific integrated circuits) controllers or network processing units to provide a high-speed interface for backplanes in network routers and switches. Underscoring the company's desire to expand its technology offerings and widen its business scope, a new acquisition and investment department was conceived. In his speech during the February Annual Shareholder's Meeting, Geoff Tate detailed RAMBUS' “other” market to be $150 billion by 2002. This “other” market encompasses many high-growth industries, some of which have not even begun to blossom yet. Currently, communications is the largest segment of that market, but digital set-top boxes, 3G cell phones, personal digital assistants (PDA), digital high-definition television (HDTV), digital video recorders, sealed Information appliances, and basically any other multimedia device will greatly benefit from high-bandwidth, high-speed RAMBUS chip interfaces. In order to capture a significant share of those markets and to solidify its technology lead in the memory interface market, further improvements to its RSL (RAMBUS Signaling Level) are needed.