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

To: John Walliker who wrote (74607)	6/15/2001 9:17:58 AM
From: Win Smith	Respond to of 93625

Cool. I'm sure we'll be seeing those chipsets on the market Real Soon Now. All they got to do is find out what the customers want, then do the engineering, then do the manufacturing, then see if the customers still want what they wanted when the process started. I'm sure Acer Labs will be able to do that much quicker and more reliably than Intel.

To: John Walliker who wrote (74607)	6/15/2001 10:26:00 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

John: Acer Labs has formed an R&D team to produce Rambus-based chipsets The register article is based upon this following article. I clipped what I think is the real reason their is renewed interest in RDRAM chipset. Intel is not the only processor manufacturer out there. I still haven't seen convincing evidence that unbuffered DDR is as stable as it needs to be to be accepted. I talked to a small AMD OEM who quoting an AMD salesman said to him that DDR stability is still a "gray area". digitimes.com "With both VIA Technologies, its rival in the chipset sector, and Advanced Micro Devices (AMD), its competitor in the processor market, still having no related product lines to support RDRAM, Intel has effectively erected a barrier to them being competitive in this market." john