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

To: Ibexx who wrote (2986)	2/10/1998 9:04:00 AM
From: Bill Fortier	Respond to of 93625

To All, More news! Tuesday February 10, 8:06 am Eastern Time Company Press Release Berkeley Networks and Rambus Inc. Cooperate to Deliver High-bandwidth Packet Memory Technology Memory Interface Technology Enables New Generation of Multi-Gigabit Network Switches to Feature Highest-Capacity Packet Buffering Packet Buffering MILPITAS, Calif.--(BUSINESS WIRE)--Feb. 10, 1998-- Berkeley Networks and Rambus Inc., announced details of their cooperative efforts to deliver high-performance, high-capacity packet memory technologies for next-generation multi-gigabit network switches. Berkeley Networks' new exponeNT family of integrated network services switches uses memory interface technology from Rambus to provide packet buffering capacity more than ten times the industry average with support for up to 96-gigabits-per-second I/O bandwidth. Berkeley Networks' use of this technology enables the exponeNT switch family, introduced in January, to provide over a megabyte of buffering per Fast Ethernet port and over ten megabytes of buffering per Gigabit Ethernet port. This large amount of packet buffering provides significantly enhanced switch performance in the face of network congestion. Berkeley Networks' new switches are the first to integrate an industry-standard (Windows NT) network operating system onto a high-performance intelligent switching platform. A set of custom ASICs called eCore, handle all packet switching, processing and forwarding at wire speed, while network control and management functions are performed by Windows NT on industry-standard Intel processors. The eCore ASIC chipset makes extensive use of the Rambus interface technology and associated RDRAM(TM) memory chips. Berkeley Networks' highest-end switching platform, the e8, uses 224 Rambus(R) Channels running at 600 MHz in a single switch. This provides a cumulative packet memory bandwidth of over one terabit per second and 448 megabytes of buffer capacity in a single e8 switch. ''The exponeNT family represents an entirely new class of internetworking switch at the leading edge of system design, made possible in part by our advanced memory interface technology,'' said Subodh Toprani, vice president and general manager of Rambus' Logic Products Division. ''We intend to maintain an ongoing development relationship with Berkeley Networks that will continue to push the envelope in terms of memory bandwidth, capacity, and price for multi-gigabit network switches.'' Currently available Rambus technology transfers data at speeds approaching 700-megabits-per-second per pin. A dual-bank architecture ensures more than 3.5 Gbps from a single RDRAM device and more than 7.0 Gbps from as few as two devices. ''The choice of memory technology and architecture is one of the most important design decisions in building high performance network switches,'' said Bob Thomas, chief technology officer for Berkeley Networks. ''Through our close working relationship with Rambus, we have successfully integrated our eCore switching technology and their channel interface technology, to provide the best price/performance solution in the industry.'' Berkeley Networks, founded in June 1996, is privately held and has raised $14.6 million in financing. Venture and corporate investors include SunAmerica, New Enterprise Associates, Information Technology Ventures and Advanced Technology Ventures, Vantage Point Ventures and Intel Corporation [Nasdaq:INTC - news]. The company recently relocated to 1805 McCandless Dr., Milpitas, Calif. 95035, (408) 719-3000, fax (408) 719-3099. For more information visit Berkeley Networks' Web site at berkeleynet.com. Rambus Inc. (NASDAQ:RMBS - news), based in Mountain View, Calif., develops and licenses high-speed chip-to-chip communications technology that enables semiconductor memory devices to keep pace with faster generations of processors and controllers. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC controller manufacturers. Even while delivering higher performance, Rambus technology enables low pin-count, high-bandwidth components to use conventional integrated circuit fab processing, packaging and printed circuit-board designs; the result is low-cost, compact systems. Currently, eight of the world's top 10 semiconductor companies license Rambus technology and seven of the world's top PC makers currently ship systems using the technology. More information on Rambus Inc. and its high- bandwidth interface technology is available at rambus.com. Note to Editors: Rambus, RDRAM and the Rambus logo are registered trademarks of Rambus Inc. The forward-looking statements contained in this release, which reflect management's best judgement based on factors currently known, involve risks and uncertainties. Actual results may differ materially from those projected in the forward-looking statements contained in this release.

To: Ibexx who wrote (2986)	2/10/1998 9:21:00 AM
From: mark bailey	Read Replies (1) \| Respond to of 93625

I assume that because it's on their research list their is an implied buy recommendations?

To: Ibexx who wrote (2986)	2/10/1998 11:16:00 AM
From: Smilodon	Read Replies (1) \| Respond to of 93625

Negative rumor. I heard from a source, who has been reliable in the past, that Intel is having trouble with the Rambus technology. The problem is it uses a lot of electricity and thus is generating a tremendous amount of heat. He goes on to say that Intel may be backing away from Rambus. Certainly the DRAM manufacturers would prefer to use their own non-royalty standard which they claim offers equivalent performance. Any comments? I am new to this thread and the technology and would appreciate any more informed analysis. In the interest of disclosure, I took a small short position based on this information. I will either cover or expand the position after doing further research.