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

To: Ibexx who wrote (2845)	1/27/1998 2:41:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 93625

Tomorrow's EE Times Online has a negative article on Rambus, questioning Intel's commitment to forcing the Rambus standard on OEM's..Might fuel another "buying opportunity" <g> tomorrow: <<Intel reconsiders Rambus transition SANTA CLARA, Calif. -- Intel Corp. may be rethinking its plan of shifting the PC industry to Rambus-Direct DRAMs. Sources told EE Times that Intel is developing a memory-interface spec, reportedly called P133L, that will support both Rambus-Direct and synchronous DRAMs. 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. >> <<The spokesman emphasized that any such move would be a transition strategy, not a rejection of Rambus.>> <<But observers outside the company said that 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 1999-2000 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.>>

To: Ibexx who wrote (2845)	1/27/1998 8:41:00 AM
From: Jeff Jordan	Read Replies (1) \| Respond to of 93625

Ibexx, Thankyou for the timely post...its a bit unsettling... Jeff