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

To: cordob who wrote (75567)	7/11/2001 3:15:45 PM
From: Bilow	Respond to of 93625

Hi cordob; Re: "the comment I made about Philips' position in this was (and was meant) as a positive for DDR." The Philips deal is not "positive for DDR", it's neutral for DDR, just more of the same - industry support for DDR. Philips has plenty of other chips in support of DDR, and they're hardly alone. Here's some more links: philipslogic.com Texas Instruments offers a variety of solutions for Registered Double Data Rate (DDR) DIMM applications. Our SN74SSTV16857 is a 14-bit 1:1 register with low-power mode support while the SN74SSTV16859 is a 13-bit to 26-bit 1:2 register with low-power mode support. The CDCV857 differential clock completes the TI solution for 184-pin DDR SDRAM modules. ti.com TI's voltage regulator: focus.ti.com National Semiconductor: The memory controller supports 32 and 64 bits at 133 MHz SDRAM and 266 MHz DDR-SDRAM, respectively, making the GeodeLink technology the highest performance solution in the market for information appliances for the foreseeable future. national.com also: national.com Motorola: e-www.motorola.com Xilinx: (DDR, as well as EDO, FPM and SDRAM support, but no RDRAM support) xilinx.com Altera: (DDR SDRAM, as well as SDRAM and SRAM support, but no RDRAM support) altera.com These are just the major semiconductor companies. If we expand the search to allow other supporters of DDR, we get the smaller companies: Pericom ($100 million in sales, mostly semiconductors) pericom.com Molex ($2 billion, sells 10 DDR DIMM connector types) molex.com -- Carl P.S. Of the SOX companies, 4 provide support for DDR but are against RDRAM or do not support it: XLNX, MU, ALTR, and AMD. There are only 2 that support DDR but not RDRAM, and they are RMBS and INTC. And we all know where Intel is going.

To: cordob who wrote (75567)	8/2/2001 5:03:51 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi cordob; DDR SDRAM in LCD display chips at Philips: Designer's Guide Semiconductors for Liquid Crystal Displays Philips, May 2001 ... Triple-Input SXGA LCD Demo Monitor [Diagram] FRAME BUFFER (DDR SDRAM) ... SAA6714 SXGA Triple-Input TFT-Display Controller [Diagram] Memory port - DDR SGRAM CONTROLLER ... Memory interface ... * 32-bit wide DDR SDRAM/SGRAM interface enabling up to 1.14GB/s bandwidth ... www-eu2.semiconductors.philips.com (pages 7,15,16,) This should be of particular interest to the RDRAM faithful as Rambus has been suggesting that LCD panels were a particular niche for Rambus. In fact, the only user of Rambus in that niche, EIZO, abandoned RDRAM for their new designs and now their newest products are Rambus free. -- Carl