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To: John Rieman who wrote (28781)	1/27/1998 2:46:00 PM
From: DiViT	Respond to of 50808

Intel Reconsiders Rambus Transition EE Times Staff ÿ 01/27/98 CMP TechWire Copyright 1998 CMP Media Inc. ÿ Intel may be rethinking its plan of shifting the PC industry to Rambus-Direct DRAMs. Sources told EE Times Intel is developing a memory-interface specification, reportedly called P133L, that will support both Rambus-Direct and SDRAMs . It was unclear whether the spec would include double-data-rate SDRAMs. The interface was said to be under development for an unannounced core-logic chip set. Rambus' relationship with Intel is one of the factors behind the company's strong stock performance since its May 1997 IPO. The company has also put up some stellar earnings as a public company. Intel would not comment directly on the report. But a company spokesman said, "We are looking at ways to make a smooth transition from SDRAM to Rambus-Direct. The impetus is to make sure there are no hiccups that would prevent a higher-performance platform from getting to the end user." The spokesman emphasized any such move would be a transition strategy, not a rejection of Rambus. But observers outside the company said permitting OEMs to choose between SDRAM and Rambus-Direct amounted to a recognition by Intel that the Rambus design could not be imposed on PC makers unconditionally. DRAM vendors are reportedly concerned about margins on Rambus-Direct parts in the 1999 to 2000 period and are encouraging Intel to slow the transition. Systems vendors reportedly expressed concern about the abrupt move from the SDRAM road map to an entirely different type of memory interface. In morning trading, Rambus [RMBS] was up 5/8 to 41 5/8, and Intel [ INTC ] gained 7/8 to 78 9/16.