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

To: richard surckla who wrote (86249)	5/5/2003 12:47:55 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Wild on! IDF: Part Deux fm: CPU Power User May 2002, Page 32 Alex Ross Further on in the future will be the Tejas processor, which was briefly mentioned in Intel's "Powersville" platform slide. The Tejas will apparently replace Prescott and be coupled with DDR2 memory, showing that RDRAM has no place on future Intel road maps. Somewhat ironic is that it has taken over two years since the P4's inception for Intel to not only adopt DDR but to make it a faster performing solution to RDRAM. The first time that will happen on the P4 is with the Canterwood and Springdale dual-channel DDR chipsets, which will match, and in some cases beat, an i850E platform. And speaking of RDRAM, Rambus was again a Gold Sponsor at IDF. What did the company have up its sleeves? The SiS R658 PC1200-based chipset has never really made anything of itself, even with ABIT's support, but the company talked about the successor, the R659 chipset, featuring Quad-Channel RDRAM. Once again, SiS will be developing the chipset, which will support up to 9.6GB of bandwidth.

To: richard surckla who wrote (86249)	5/5/2003 6:13:46 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus Accused Of Illegal Monopolisation of Memory Market by Anton Shilov 05/05/2003 \| 12:14 PM Stocks of the World’s Largest Casino, as some analysts now call Rambus Inc., did not drop on the news that the US Federal Trade Commission had filed another lawsuit against the company. The commission last week reiterated its desire to either destroy Rambus or to put it in a position when it is forced to become a part of a larger company that is more loyal towards the DRAM industry. This time FTC alleges Rambus of illegal monopolisation of key-technologies used in now-common SDRAM memory. Frankly speaking, there is nothing new in the accusations; FTC continues to tell us that Rambus joined JEDEC and then patented technologies discussed during the meetings violating the rules of the organisation. Presently FTC calls it as “fraudEand from now it also calls as “illegal monopolisationE I am not sure if there is a huge difference between these two allegations, however, it is clear that FTC definitely wants to win one or two legal battles against Rambus in order to do something with the company that wants to charge the whole industry. Rambus denies all the accusations saying that it had never violated any JEDEC rules. In case FTC looses the case about possible RambusEfraud, it may try to proof illegal monopolisation of the market by Rambus eventually. Maybe FTC is afraid of loosing the first case and now tries to think out another one? Well, no idea here, let us wait and see what happens in the course of next couple of months.

To: richard surckla who wrote (86249)	5/5/2003 9:49:41 PM
From: Don Green	Respond to of 93625

Pentium 4 3.20GHz to bring massive Intel desktop attack Watch what you're buying this quarter By Mike Magee: Monday 05 May 2003, 16:35 INTEL AND AMD move together so closely on the frequencies of their processors that you'd be forgiven for thinking this is some kind of cartel. That would be an absurdly cynical point of view. Intel and AMD are not in the business of bolstering their businesses at the expense of consumers. They are there to foster shareholder value. And if the speed steps of the processors seem to match each other in an uncanny, almost spooky way, well, that's because they're in such bitter competition with each other that they have to watch each other step-for-step. Plus these days AMD uses the PR+ rating while Chipzilla continues to foster Megahurts Madness -- except for its Centrino Pentium M chips, of course. But if you're a consumer, you had better be very careful which step you take, because as we said at the beginning of this year, buying a desktop PC may be trickier than ever, especially given the FUDzilla of front side buses, hyperthreading, speedsteps, lack of speedsteps, chipsets and all the rest. The next desktop Pentium 4 frequency jump, as we revealed here some time back, will be the 3.20GHz Pentium 4, complete with hyperthreading, 512K of level two cache, an 800MHz front side bus and built on .13µ technology. theinquirer.net

To: richard surckla who wrote (86249)	5/6/2003 6:55:41 AM
From: REH	Respond to of 93625

If you are writing about the green man then there's a great function I turned on so that I don't see any of his postings - makes the board that much more delightful. Maybe I'll post to him when RNA passes $ 6.00 :-) REH/long leap

To: richard surckla who wrote (86249)	5/6/2003 12:29:14 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Elpida inks DRAM technology deal with Taiwan's ProMos By Faith Hung 05/06/2003 8:41 AM EST URL: ebnews.com Elpida Memory Inc. has agreed to both license its latest technologies to and purchase memory chips from Taiwan's ProMos Technologies Inc., following a model that allows the Japanese chipmaker to boost capacity without increasing its capital expenditures in a volatile market. Elpida said that it will transfer its new DRAM processes to ProMos, starting with linewidths of 10nm and below. In exchange, ProMos will reserve its production lines and sell chips to Elpida, Tokyo. ProMos, a venture established by Mosel Vitelic Inc. and Infineon Technologies A.G. of Germany, has been courting technology partners like Elpida since Infineon pulled out of the venture last year as a result of disputes with Mosel. "This partnership will further increase Elpida's DRAM capacity, allowing us to deliver advanced, high-quality products to the market quickly," said Elpida president Yukio Sakamoto in an announcement made in Tokyo today. The agreement is the latest in a series of similar arrangements that Elpida has made with Taiwan's Powerchip Semiconductor Corp. and Shanghai-based Semiconductor Manufacturing International Corp. At a time when the DRAM industry has been in a slump with no sign of bouncing back any time soon, the pattern suggests that Elpida wants to expand market share but avoid spending billions of dollars building its own wafer facilities. ProMos, which has used trench technology licensed by Infineon, will make 3,000 to 5,000 wafers per month on Elpida's stack technology, making the way for ProMos to smoothly use Elpida's process technologies, Albert Lin, a ProMos board member, said at a press conference in Taipei. In 2004, Hsinchu-based ProMos plans to build its second 300mm-wafer plant for the production of DRAMs, flash and other memory chips on the stack technology, Lin said. "We'll be looking for partners to share the cost of the project, but Elpida is not going to be among those that will invest in it," he said. Volume production of the 300mm fab is scheduled for 2005. ProMos, which has struggled to find new technology sources after the breakup between Mosel and Infineon a few months ago, is pinning its hopes of the success of the partnership with Elpida. "It gives us a great deal of opportunity to pursue our new strategy," Lin said. "We're not just a manufacturer that depends on outside technologies anymore. We'll also develop technologies with Elpida and have our own brand of products," Lin said. Some analysts were not as optimistic. "From Infineon to Elpida, ProMos' position hasn't really changed that much," said Barro Liao, a senior analyst at Prudential Securities Investment Trust & Co. in Taipei. "Unless ProMos doesn't have to rely on technologies from other companies, it's just a manufacturer that has few advantages." Hsinchu-based Powerchip, which has had a similar agreement with Elpida, recently reported that it lost $56 million in the three months to March on revenues of $89 million due to a glut of supply and soft demand. Elpida and ProMos, which started talks in March 2002, expect to finalize details of their partnership next quarter and said a memorandum of understanding has been signed.