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

To: muzosi who wrote (57240)	10/9/2000 10:16:23 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Cheap chip scale packages... National shrinks 8-bit MCU to one-third size with chip-scale package National Semiconductor Corp. today announced a highly-integrated, full-function microcontroller in a 44-pin, 40-I/O chip-scale package. ... "Demand for controllers with high pin count in very small packages will soon skyrocket to match the proliferation of small but complex information appliances.," said Volker Soffel, National's strategic marketing manager for analog microcontrollers. ... The COP8SGR7, with 32K OTP EPROM, in a leadless 44-pin chip-scale LLCSP package, is priced at $3.60 each in 1,000-unit quantities. The COP8SGE7, with 8K OTP memory, is $3.25 each in 1,000s. ebnonline.com The trend towards high pin counts in chip scale packages has implications to the DRAM industry. DDR-1.5 is the same as DDR-I, but in a chip scale package. -- Carl P.S. My guess is that the drop is a combination of the Intel DDR "news", but Rambus' giving up on the ITC complaint against Hyundai is more important. The street is beginning to discount Rambus' RDRAM royalty stream in favor of the DDR and SDRAM royalty stream. I'll post again in regard to this, but with the Dataquest &c. figures.