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

To: Sam P. who wrote (3090)	2/19/1998 7:24:00 PM
From: REH	Respond to of 93625

Sam: Interesting article that I see as positive news: The road-map is clear, nothing comes close to Rambus technology. My Taiwanese contacts tells me a lot of effort are being put into new Motherboards based on Rambus specs. I actually think we will see an acceleration of both RIMM and RDRAM implementation. "Mooring said PC OEMs will still have a compelling reason to move to 64-Mbit Direct RDRAMs in 1999--when Intel plans to introduce a chip set that supports the new architecture--because it will offer three-times the bandwidth of SDRAMs. Rambus this week delivered its design for a Direct RDRAM interface circuit to its 13 licensees. At least nine DRAM companies have said they will begin sampling the device this year, some as soon as next quarter." "To ease the DRAM transition, Intel confirmed that it will provide a specification for a Rambus In-Line Memory Module (RIMM) that can be populated with SDRAMs by using a $3 to $7 transceiver chip. "This is not an interim solution on the way to Rambus, this is a way to accelerate the transition to the RIMM socket on a PC," said Pete MacWilliams, an Intel Fellow and the director of platform architecture for Intel's Architecture Labs. "We hope to limit the number of different motherboards needed for the PC," he said."

To: Sam P. who wrote (3090)	2/19/1998 8:20:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

Sam, Thanks for posting that informative article. Now we know what sank the Stock Tuesday after the intel conference. Now is perhaps the best time to get into rmbs since the stock came Public. Clearly all of the news that drove the stock recently has become visible. Namely, the effect of the Asian slowdown and , Intel modification to it's Road map. H&Q say 100 in 10 more months, It may that 16 to 18 months, Heres What scared people , (We on this tread knew this already but, now it's Official) : "SAN JOSE, Calif. -- Surging sales of low-cost PCs coupled with the financial hardships of Asian memory suppliers has extended the life of16-Mbit DRAMs and will slow the transition to Direct Rambus DRAMs, according to officials at Intel Corp. and to memory suppliers at the Intel Developers Conference in San Jose, Calif. on Tuesday". This below, I think is news, it completely dismissed the rumor that the consortiums Second rate technology is being considered as a substitute for Rambus: "But the company (intel) said there was no place in its road map for either double-data rate SDRAMs or SL-DRAMs. "In the last six months, we've seen DRAM pressure continue and forces leading to instability in the DRAM community," MacWilliams said to a gathering of developers. "All this leads to an uncertainty. It also means transitions are more difficult, and being able to invest in new capital becomes difficult. " It also shows that Intel understands the need to stay firm in their roadmap For partners to retain confidence and progress to be made. With the amount of progress and commitment by industry made so far, and The unreplacable rambus technology, I believe that Industry/ Intel have passed the Point of no return on rambus implementation. Again , I think all of the bad news is visible now and that the speculative rumors Can dissipate. Nothing left ahead except surprise news about more progress towards sooner than Expected rambus implementation. Like Intels first Kiamia processors in April ( this Is has already been announced).