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

To: Orion who wrote (76229)	7/27/2001 11:38:01 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 93625

>>Most of the Longs of 98 are still long right now, like me.<< orian, hate to tell ya, that isn't a good thing... >>Before buying and adding to my position over the years<< this is MUCH worse... >>Always Long<< orion, it is a bad sign when you define yourself through stock ownership in a particular company. emotions can trick you. btw, to put your advice on rmbs in context, what is your approximate net % gain in rmbs considering your buy in 1998 and all your subsequent purchases? tia...

To: Orion who wrote (76229)	7/27/2001 1:16:17 PM
From: Bilow	Respond to of 93625

Hi all; Gigabyte, Asustek say RDRAM to die quickly: Brookdale to quickly eclipse Rambus, Taiwan Mike Clendenin, EE-Times, July 26, 2001 The availability of a Pentium 4 SDRAM chip set has Taiwan's main motherboard manufacturers predicting a quick changeover from Rambus-based systems by the end of the year. At that time they say SDRAM boards will represent the majority of their P4 motherboard shipments. Intel Corp.'s 845 chip set for cheaper SDRAM-based computer systems is expected to inject a little verve into the sales of Taiwan's top motherboard makers next month. However, optimism over the new chip set triggering sales for P4 systems is being tempered by concerns over Intel's ability to provide stable supplies. Moreover, there is also some nagging worry about whether there will be enough Socket 478 CPUs on the market to ensure a smooth transition away from Rambus-oriented Socket 423 systems. The Socket 478 boards will start to ship at the tail end of August from Taiwan and will be used with Intel's PC-133 Brookdale chip set. Brookdale will eventually work with double-data-rate DRAM as well and will face competition from products offered by Via Technologies, Acer Labs and Silicon Integrated Solutions. Those three Taiwanese manufacturers will release DDR chip sets in the second half. ... "But next month will be another story," said Peng Nie-yu, an executive at Gigabyte. Because of Brookdale and the Socket 478 Pentium 4, "about 80 percent of the P4 shipments will be SDRAM and 20 percent will be Rambus," he said. At Asustek, which works more closely with Intel, executives also believe that Brookdale will quickly move the P4 into the mainstream and relegate the Rambus-based 850 chip set to a niche market. "These combinations will coexist in the market. But we see Socket 478 as being the mainstream because it supports SDRAM memory with decent performance," said Alan Chang, marketing manager at Asustek. "Intel's chip set pricing for the 845 and the 850 is very close. . . . So probably in the second half of next year, Intel will smoothly phase out the 850 until there is very limited supply in the market." ... eet.com -- Carl