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

To: TEColeman who wrote (3882)	4/21/1998 3:14:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

Sydnet Morning Herald: Looking into the crystal ball There is plenty happening on the rumour mill about Intel's upcoming technology and although the company will not comment on future plans, here is what I.T. has uncovered. ABC No, it is not a television network but stands for the next round of Pentium II processor designed to work with the new processor connection called "Slot 2". Intel has not come up with the name yet, although the company will announce the new 400 and 450MHz processor within three months. The new chips will include up to 2Mb of L2 cache memory and will initially be seen in workstations and servers. Standard Pentium II processors only have 512Kb. MENDOCINO Intel's next processor class is expected to be Mendocino, the code-name for a Celeron-class chip with L2 cache on the actual silicon. Current Pentium II processors have L2 cache chips built into the module. This should be a step up from Celeron, which has no L2 cache at all. Mendocino should start to ship during the third quarter of this year and will again be aimed at the mass-market retail channel. You may even see some vendors use it in cost-effective corporate desktop solutions. KATMAI Katmai is expected to debut early next year at the 500MHz mark. Katmai will include MMX2, the next version of Intel's advanced instruction set that will further enhance business graphics. The major news is that it will include speech recognition support as well. Another rumour is that it will also come at some stage with a 200MHz data bus. That will need a rethink about memory and most likely use new RDRAM (Rambus Dynamic RAM), being developed by Rambus. GEYSERVILLE Geyserville is a new technology that Intel is still not talking about although it has been on the drawing board since last year. The company will introduce it in the second quarter of 1999 with its new Mobile Katmai processors. Essentially, it is a power-saving design that will allow a mobile processor to run at slower speed while powered by the notebook's battery but kick up to desktop-class performance when connected to AC power. Sources suggest that these clock speeds are likely to be 350MHz on battery and 450MHz on AC power. The speed changes will be controlled by the Advanced Configuration and Power Interface or ACPI, a new power management system Intel has designed in conjunction with Toshiba and Microsoft. It will be supported in Microsoft's Windows 98. What will be interesting is how the new notebooks will handle heat dissipation. A 450MHz processor will definitely need new heat reduction techniques and could introduce heat piping to channel heat away from the immediate area. Intel will launch the 300MHz mobile Pentium II processor in September and the 333MHz version sometime in the first quarter of next year before the introduction of the Mobile Katmai system with Geyserville technology. Mobile Katmai is also likely to include 256Kb of L2 cache integrated onto the silicon. COLFAX As notebook designs become more integrated, Intel is said to be readying a new motherboard design code-named Colfax that will incorporate not only the Pentium II processor but also 2X AGP plus support for RDRAM, 100MHz data bus and the 440BX chipset. Intel Australia will not comment, but it makes sense as it will deliver to OEM vendors a neat all-in-one solution cutting down design time and costs - an initiative that Intel itself is favouring with last week's announcement. MERCED Next in the pipeline is the joint Intel-Hewlett-Packard design code-named Merced, which is expected to start at 600MHz and may hit speeds of up to 1,000MHz. It will be Intel's first mainstream 64-bit processor. It is due in late 1999 although Microsoft is not expected to have its first 64-bit version of Windows NT due until the year after. With Windows NT 5.0 due early next year, it is unlikely to support Merced, which is said to be a completely new design not based on current X86 architecture. McKINLEY The second-generation of Merced, codenamed McKinley is already in the works with a starting clock speed said to be 1,000MHz. With most vendors queuing up to sign on the dotted line, some analysts are saying that high-end processor competitors, such as DEC's Alpha, could be in some trouble. The only thing I would say is that there is no such thing as a certainty in computing and I would not be at all surprised to see the Alpha still powering on come 2002.

To: TEColeman who wrote (3882)	4/21/1998 10:00:00 PM
From: exhon2004	Read Replies (1) \| Respond to of 93625

TEColeman: Re: <<did you call Schwab and notify them of their mistake?>> I did, but since the stock closed down yesterday from the sell price, I simply put in a market buy order to close the short position at market open today. The sell was at 44, the buy at 43.25, so their mistake made me about 690 bucks. I'd gladly give that back to correct some of their previous poor performance. Looking for another opportunity to get back in rmbs! Best Regards, Greg Gimelli