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

To: richard surckla who wrote (73885)	5/30/2001 11:06:53 AM
From: Win Smith	Read Replies (1) \| Respond to of 93625

You can keep spinning your fantasies all you want, Ricky. This one is somewhat less offensive than the stock fraud fantasy that's been your primary preoccupation here for lord knows how long. P.S. Nice to see RMBS within striking distance of its 52 week low and single digits again. Couldn't happen to a nicer company, or a nicer bunch of investors either.

To: richard surckla who wrote (73885)	5/30/2001 2:27:45 PM
From: froland	Respond to of 93625

Intel Chipsets Grab Over 40% of Taiwan MB OEM Market Samson Yu, Taipei; Liu Yi-fang, DigiTimes.com [Wednesday 30 May 2001] In the second quarter of 2001, demand from clone market motherboard distributors has declined while demand from the OEM market has remained steady, allowing Intel chipsets to advance in their share of Taiwanese motherboard shipments. The clone market as a proportion of the total market has declined to 70-80%. Some first-tier Taiwanese motherboard makers are using Intel chipsets in as much as 45% of their OEM shipments, narrowing Intel’s gap with chipsets from VIA Technologies. Advanced Micro Devices (AMD) processors are stronger in the clone market than the OEM market, and VIA supplies 80% of the chipsets (the KT series) for those processors. Consequently, the proportion of Taiwanese motherboard shipments using AMD processors has declined to 20% and some first-tier motherboard makers’ orders of KT chipsets have fallen by about 50% from the first quarter to 50,000-100,000 units in April and May. The Pentium 4 has intensified competition between chipsets from Intel and VIA Technologies. Some motherboard vendors pointed out that although Pentium 4-based product lines constituted less than 3% of overall shipments when the processor first appeared on the market, after dramatic price cuts at the end of April orders from regional distributors have increased significantly. Capacity of some first-tier manufacturers’ Pentium 4 motherboard production lines will even be fully booked by the end of the third quarter. First-tier players contend that Intel and VIA chipsets may be almost even in market share before the end of the second quarter. Orders from OEM clients have not been affected by the decline in distributor demand. Some of Asustek Computer’s clients have even increased their orders. Micro-Star International (MSI) noted that Intel chipsets are still its clients’ first choice, and although demand for VIA chipsets is soaring, their overall shipment volume is still not high. Therefore, beginning this quarter, first-tier manufacturers like Asustek, Gigabyte Technology and MSI have adjusted their shipment structure. The proportion of motherboards based on Socket 370 VIA chipsets has fallen below 40%. VIA still enjoys a more than 75% market share for Socket A chipsets. However, Socket A motherboard shipments are continuing to drop, so the chipset competition between VIA and Intel is far from over. digitimes.com froland.