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

To: Jdaasoc who wrote (73568)	5/24/2001 9:26:26 AM
From: richard surckla	Respond to of 93625

10 million P4,s This year... From YAHOO by: kerry_lass 05/24/01 08:32 am EDT Msg: 287031 of 287065 Intel to ship 10 million P4s this year Good news for Ramboids By Mike Magee, 24 May 2001 10.40 BST WHILE THE WILD OPTIMISM of Rambus' Geoff Tate that 20 million P4s will ship in 2001 looks clearly unjustified, things may be better for La Intella and the Moloch of Memory than both of them hoped. Sources close to the action tell The Inquirer that the likely figure for shipping P4s during 2001 is thought to be closer to 10 million than the 20 million both companies had thought at the beginning of the year. And now that Intel has demolished the price on RIMMs, as we reported here yesterday, the outlook for sales of RDRAM during Q3 and Q4 is now looking more optimistic too. (Watch the RMBS share plunge - every time we report good news for that noisy lot in Los Altos, its ticker skips a little beat). Intel has more or less said that it managed to ship one mill P4s in Q1, but in calendar Q2 that is likely to be near the three mill mark, we learn. While Intel hyped for 20 million in the year, we understand that it now is looking at a far more realistic figure - but it is a figure above that that its competitors and detractors projected. We'll leave it to the bean counters to do the sums on the average selling prices and profits it will accumulate from such a figure. The Ramboids in Moloch City, CA, estimate that there could be as many as 310 mill 128Mbit chipolas during the year, with the vast majority of those flowing from Samsung, Elpida and Toshola. And while the RMBS 128 RIMM is still slightly more than double the price of an equivalent DDR module, it is likely that with a little help from La Intella, that delta will flatten. Gigabyte, Asus and others are all stepping up their shipments of La Intella P4 motherboards, presumably with a little cooperative marketing aid from the Old Firm, which still has oodles of money to throw at the problem as it phases out the Pentium III and promotes the "king of microprocessors" (Craig Barrett's phrase). This all leads The Inquirer to the somewhat ineluctable conclusion that despite hopes for Brookdale, Brookdale M and the rest, Intel is still very much on the side of Rambus Ink. And, as we reported a few days back, it is still hell-bent on promoting RDRAM RIMMs as the memory platform of choice. And, by the way, if you think that this is some weird conclusion, we can only point to conversations we had with Intel's Pat "Chip" Gelsinger at the last IDF we attended, where he said that RDRAM is more scaleable than DDR, despite cost and other issues. µ

To: Jdaasoc who wrote (73568)	5/24/2001 9:39:56 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

john: whaddya make of this? theinquirer.net ACCORDING TO OUR FRIENDS, the S3/Via combine is very worried about Intel's next P6 chipset also known as the i830.Some of you may know this as Almador which will find its place in the sun in notebook and smaller computers. This chipset will support mobile Pentium III and mobile Celeron processors and it is worrying Via, our friends say, because it apparently greatly increases integrated performance. One logical question which demands an immediate answer would be how they can do such a thing is that they will have one new fancy thing inside called a MRIMM. MRIMM stands for Media Rambus Inline memory module and allows users to install a small RAMBUS module for the i830 to use as local frame buffer/z cache. The chipset should feature very impressive 2D performance but, we are not sure about 3D performance. The interesting fact about it is that Intel can meet their target of selling RAMBUS chipsets, when the i830 supports PC133 for main memory. It is rumoured that Almador can be easily canned for the desktop as well and we should see it launched alongside the Tualatin. The graphic core used in i830, with the MRIMM module, will find a place as well in the Brookdale-G chipset. µ TIA, BP