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

To: Voltaire who wrote (5168)	10/3/2000 9:10:23 AM
From: jmac	Respond to of 65232

you're right about that. a lot of buys coming out. maybe the worse is over (god, I shoudn't have said that).

To: Voltaire who wrote (5168)	10/3/2000 9:12:30 AM
From: pinhi	Respond to of 65232

Heeere's Abby. eom Ridiculus Pinhi

To: Voltaire who wrote (5168)	10/3/2000 9:41:38 AM
From: lindelgs	Respond to of 65232

Site for Short Interest - shows the decline in Rambus Shorts wallstreethub.com Bottom middle of screen - SHORT INTEREST

To: Voltaire who wrote (5168)	10/3/2000 1:19:51 PM
From: jmac	Read Replies (1) \| Respond to of 65232

The Spokespersons didn't have much of an effect. They all spoke tech and old economy stocks are soaring. This Time Capsule, is it dependent in any way on the Fed announcement (or non-announement) in about 1 hour?

To: Voltaire who wrote (5168)	10/3/2000 1:34:47 PM
From: Sully-	Respond to of 65232

From: sylvester80 on the SI RMBS food fight thread..... Forgot to post the conclusion. Here it is. However, I suggest all read the whole thing for a better appreciation of DDR's death. ;-) intel.com The PC industry has recognized that a new memory technology is needed to allow processor performance to continue to improve. Although there has been significant discussion on the various merits of DDR and RDRAM technology, there’s no question that neither technology fits completely into the current SDRAM infrastructure. Implementation of any new memory system requires extensive development, simulation and verification along with new manufacturing processes and procedures for all affected elements of the PC supply chain, from semiconductors to systems. This work has already been completed for RDRAM, and will continue to pay dividends as the inherent headroom in the technology allows the performance to scale both in frequency and width over the coming years. DDR is much less far along the development path, with commercial samples only becoming available recently. This is nearly 18 months after the first RDRAM systems were publicly demonstrated by Intel at Comdex ’98. Just as importantly, no organization has stepped forward to lead and fund the technology validation required in order to ensure the system robustness and vendor interoperability which is essential when shipping millions of platforms using components from dozens of vendors as Intel has done with RDRAM. Finally, even should all of these essential tasks be completed, the underlying technology cannot be extended further without substantial changes approximating what is needed to get DDR to market, all over again. The need is here for a desktop memory technology to support GHz class processors and the new internet applications. RDRAM systems are validated, stable, deployed, and ramping in volume, with sufficient headroom to carry systems through the next several generations of processors. DDR is Burst EDO all over again. A seductive idea, but without the sufficient technical advantages over SDRAM needed to make it compelling, even while requiring an entirely new infrastructure. Message 14500115 Ö¿Ö

To: Voltaire who wrote (5168)	10/3/2000 5:02:08 PM
From: lindelgs	Read Replies (1) \| Respond to of 65232

Agilent Technologies Adds Rambus ASIC Core to IP Portfolio to Enable High-speed Communications and Tester Applications To: Ian Stromberg who started this subject From: sylvester80 Tuesday, Oct 3, 2000 4:37 PM ET Reply # of 56386 Agilent Technologies Adds Rambus ASIC Core to IP Portfolio to Enable High-speed Communications and Tester Applications biz.yahoo.com PALO ALTO/MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Oct. 3, 2000-- Agilent Technologies Inc. (NYSE: A - news) and Rambus Inc. (Nasdaq: RMBS - news) announced today that Agilent has licensed the Direct Rambus(TM) ASIC Cell (RAC) and plans to offer the RAC as part of its standard ASIC library, facilitating rapid integration of quality, high-performance ASICs for applications including communications, imaging and computing. ``The high bandwidth, low pin-count memory interface that Rambus® technology delivers is ideal for high-speed applications,'' said Martin Scott, manager of Agilent's Network Products Operation. ``Our customers will benefit from the availability of the RAC as part of our standard ASIC library.'' ``We've had a close-working relationship with Agilent and are impressed by the company's technology,'' said Dave Roberts, director of ASIC Engineering at Rambus Inc. ``The addition of the Direct RAC to Agilent's ASIC library will broaden our relationship and provide a high-performance memory interface for Agilent's customers.'' With over three decades of design and manufacturing experience, Agilent is a leading ASIC supplier. Agilent offers state-of-the-art hierarchical design methodology and an extraordinary design-for-test capability that provides unsurpassed yet economical test coverage. With its 800 megabits-per-pin data rate, the Direct RAC is the highest bandwidth industry-standard interface available for chip-to-chip interconnect. In addition, the Direct RAC can be used to interface to a Direct RDRAM®, which delivers unprecedented performance at 1.6 gigabytes per second from a single device. End product applications include main memory chip sets, graphics controllers, multimedia controllers, peripheral controllers and network switch controllers. About Rambus Inc. Rambus Inc. (NASDAQ: RMBS - news), based in Mountain View, Calif., develops and licenses high-speed chip-to-chip interface technology that enables semiconductor memory devices to keep pace with faster generations of processors and controllers. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC controller manufacturers. Currently, eight of the world's top-10 semiconductor companies license Rambus technology. More information Rambus Inc. and its high-bandwidth interface technology is available at www.rambus.com. About Agilent Technologies Agilent Technologies Inc. (NYSE: A - news) is a diversified technology company with approximately 46,000 employees serving customers in more than 120 countries. Agilent is a global leader in designing and manufacturing test, measurement and monitoring instruments, systems and solutions, and semiconductor and optical components. In fiscal year 1999, Agilent had net revenue of more than $8.3 billion. The company serves markets that include communications, electronics, life sciences and healthcare.