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

To: Jdaasoc who wrote (74211)	6/5/2001 11:07:16 PM
From: richard surckla	Respond to of 93625

NEWS! Introduction of 4-Layer Motherboards Supporting Pentium 4 with RDRAM.... Tuesday June 5, 10:02 pm Eastern Time Press Release Taiwan Manufacturers Introduce 4-Layer Motherboards Supporting Pentium 4 with RDRAM Low Cost 4-Layer RDRAM Motherboards On Display at Computex TAIPEI, Taiwan--(BUSINESS WIRE)--June 6, 2001--Rambus Inc. (Nasdaq:RMBS - news), the leading provider of high bandwidth chip-connection technologies, ASUSTek Computer, Gigabyte Technology and Micro-Star International (MSI) today announced a milestone in the RDRAM® cost reduction program with the introduction of 4-layer Pentium®4 motherboards supporting two RDRAM Channels. These new 4-layer RDRAM motherboards are cost competitive compared to SDRAM motherboards and are on display this week during Computex in Taiwan. ``With its high-bandwidth and scalability, RDRAM sets a new benchmark in performance and is a highly attractive memory architecture,'' states Jonathan Tsang, Vice-President, ASUSTeK Computer, Inc. ``In addition to the P4T and P4T-M in mass production today, ASUS is very proud to launch new 4-layer Pentium 4 motherboards based on advanced RDRAM technology, delivering competitive cost vs. SDRAM boards for the mainstream desktop PC market.'' ``MSI 850 Pro motherboards fully utilize the high bandwidth Rambus RDRAMs provide to satisfy the demanding memory needs of Desktop PCs,'' said Jeans Huang, Vice President of Micro-star Int'l Co., Ltd. ``To meet cost/performance criteria of mainstream market, we're launching the new 4-layer products, based on Intel 850 chipset and featured RDRAM memory, in Computex Taipei.'' Today, there are over 300 RDRAM-based systems available including desktop PCs, workstations, consumer platforms as well as high performance, single and dual processor motherboards. RDRAM devices with data rate transfers of up to 800MHz enable a single Rambus Channel to achieve bandwidth of up to 1.6 gigabytes per second. Rambus technology allows architects the flexibility to incorporate multiple channels to scale memory capacity and bandwidth to meet system requirements. Intel 840 and Intel 850 chipset-based desktops and PC workstations and Sony's PlayStation®2 utilize two Rambus Channels for a total of 3.2 gigabytes per second of memory bandwidth. About Rambus Inc. Rambus Inc. (Nasdaq:RMBS - news) designs, develops and licenses high bandwidth chip-connection technology and provides the comprehensive engineering support necessary for a complete system solution. Rambus' technology and intellectual property are licensed to leading semiconductor suppliers including DRAM, controller and microprocessor manufacturers, ASIC developers, and foundries for use in computer, consumer and networking systems such as personal computers, workstations, servers, game consoles, set top boxes, digital HDTVs, high-speed switches and routers. Note to Editors: Rambus and RDRAM are registered trademarks of Rambus Inc. biz.yahoo.com

To: Jdaasoc who wrote (74211)	6/5/2001 11:19:15 PM
From: richard surckla	Respond to of 93625

Cross post from YAHOO... Rambus News - re-post - From YAHOO by: yunhuiwei 06/05/01 10:34 pm EDT Msg: 295608 of 295663 I post this before the weekend, sorry if you have read it. 1) Rambus & DDR, warming up before the battle The Taipei COMPUTEX show starts next week, but the battle between RDRAM & DDR has already started this week. Asus, Giga & MicroStar will show off new 4 layer P4 main board. (All P4/RDRAM MB are 6 layer now, 4 layer MB saves the manufactures $8 to $10.) ....... Most of the buyers think the DDR performance gain over SDRAM not justify the higher cost, that further deemed the hope of team DDR. ....... But remain cautious, DDR enabled Brookdale chipset may help boost DDR demand later. ctech.com.tw 2) P4 selling like hot cake, DDR sitting on the cold bench Intel has lowered their 1.3GHz P4 another $20 quietly to $170, about 10%. Seeing the market share of P4 rising in the second half of this year, the manufactures are gearing up to produce Intel 845 chipset main board and not to bet on the DDR chipset by VIA, SiS or ALi. .......... Intel estimate the P4 CPU will makeup 1/3 of its production by Q4, so the MB manufactures are getting ready or it. The 850/RDRAM MB will be the main focus for the MB makers, they also hope to gear up for the MB using the 845 chipset. So far no MB maker have received any DDR chipset sample from VIA, SiS and Ali and expressed the low interest of such chipset. ctech.com.tw 3) Winbond Join the RDRAM team Seeing Intel wining the holy war of new generation processor, Winbond decided to join Samsung, Toshiba and Elpida (team RDRAM) against Micron, Nanya and LiJin (I don't know its English name), so called the team DDR. Winbond have sent a high rank officer to the US to meet with Rambus regarding the license issue and to meet with Intel and some manufactures express the will to produce RDRAM for them. In the second half of the year, Winbond will ship RDRAM to the system manufactures and to provide RDRAM for Toshiba as well. ........ udnnews.com 4) Output of AMD MB getting lower According to some MB makers, the AMD platform MB output is significantly lower in this quarter. There is a problem with AMD's 133MHz external bus, and the horrible pricing due to excessive inventory of AMD CPU also caused the makers to put on hold the production to support AMD CPU. ....... According to some MB makers, besides the AMD 133MHz external bus problem, there's problem to pair AMD CPU with VIA KT-133 chipset as well. Now the MB maker, the chipset maker and AMD are all pointing finger at each other. .......There are some "can't boot up" and some "system running unstable" problem,(waoooo and hi ha!, this is my own remark :p) AMD says the problems can be solved if the MB maker would design LCL (I don't know what this is) into the board but the makers think it's the fault of both the chipset and the processor......... ctech.com.tw

To: Jdaasoc who wrote (74211)	6/5/2001 11:22:33 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

carl: it seems granularity is a big issue comparing prices of registered DDR and RDRAM. john Date SDRAM PC1600 PC2100 PC800 PC1600 PC2100 PC800 RDRAM/PC1600 RDRAM/PC2100 (registerd ECC) for 64 MB 06/05/01 $9.00 $ N/A $678 $36 N/A +7500 +400% N/A 0.06 for 128 MB 06/05/01 $14.00 $ 99 N/A $75 +700% N/A +520% 0.75 N/A for 256 MB 06/05/01 $29.00 $ 104 $119 $166 +350% +400% +456% 1.6 1.4