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

To: Scumbria who wrote (75282)	7/2/2001 9:29:27 PM
From: Don Green	Respond to of 93625

Taiwan chipset companies continue swoon By Faith Hung, EBN Jul 2, 2001 (6:23 PM) URL: ebnews.com TAIPEI, Taiwan -- Two of Taiwan's major chipset companies saw their sales continued to fall in June as worldwide demand for PCs showed no signs of improvement. Via Technologies Inc. said its sales last month slumped 25% to NT$2.0 billion (US$58.0 million) from May, dragged down by decreased shipment and reduced chipset prices. Silicon Integrated Systems Corp. reported sales fell 25% to $17.6 million during the same period. The results were Via's third monthly drop sequentially and SiS's third. The latest sales declines of Via and SiS -- which together control about half of the global PC chipset market -- underscore that the PC demand is still in the woods following the slump which began last year. “Demand from our downstream clients remains weak, indicating motherboard and system makers are conservative about the outlook in the second half of this year,” said a spokesman of Taipei-based Via. “Visibility for the whole PC industry is very low.” Another reason for the chipset firms' slumps was lack of products to support Intel Corp.'s Pentium 4 processors, which have gained momentum recently amid several price cuts, some analysts said. “Neither Via nor SiS has introduced P4 chipsets,” said Barrio Liou, who tracks the island's semiconductor industry for Prudential Securities Investment & Trust Co. in Taipei. “They're missing out on the rally.” In the year's first six months, Via's sales totaled $530.4 million, representing only two-fifths of its 2001 forecast. SiS's sales were $142.6 million, without disclosing its target for this year. Looking at this year's second half, SiS and Via are counting on their double-data-rate (DDR) products to boost sales. “The DDR-supporting SiS635 and SiS735 chipsets are continuing to grow, strengthening the overall competitiveness for 2H'01,” according to a statement from SiS, Taipei. Via, Intel's biggest rival in the chipset market, is slated to introduce its DDR chipsets that support Pentium 4 in the third quarter, even without approval from the Santa Clara, Calif.-based chip powerhouse. “Launching the product as scheduled is important for us to increase our sales,” Lee said. To take a lead on the DDR market, Via is planning to begin shipping its P4 chipset before Intel can start delivering its own 845 Brookdale SDRAM version during this quarter, or its DDR chipset in the first quarter of next year. Via, which demonstrated its actual P4 chipset silicon during a briefing in the Computex 2001 trade show held in Taipei last month, is the only Taiwanese chipset companies that hasn't received a license from Intel. Other Taiwan chipset players -- including SiS -- and motherboard vendors licensed by Intel on SDRAM and DDR versions for Pentium 4 have said that they'll wait for clearance from Intel before launching products.

To: Scumbria who wrote (75282)	7/3/2001 1:06:02 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Heh, heh, heh: 1. Intel had a choice between RDRAM and DDR. It seems pretty clear at this point (post-i845) that they chose RDRAM. 2. P4 is starting to push past Athlon performance. 3. RDRAM prices are lower than DDR prices were in April. It all adds up to Rambus winning the PC market. How else can this information be interpreted? Scumbria, you old grifter you! <Hoo Hoo 8-> This switch will go down in the annals of Team 3xDead as a truly Legendary exhibition. I am not at all sure that this BB has room for TWO Legends at the same time. Bilow may have to "blow" you up just to maintain position.<VBG> I just hope you don't take the big bounce in the process. 0\|0