SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Gary Wisdom who wrote (5205)6/28/1998 4:30:00 PM
From: Gary Ku  Respond to of 93625
 
Sell at the top, buy at the bottom. Don't artificially set a price.
June 22, 1998, TechWeb News:
Fujitsu takes new track with high-speed FCRAM
By Andrew Maclelan

The Fast Cycle RAM (FCRAM) design should deliver a bandwidth of up to
3.2 Gbytes/s, the company said. Developed by the Japanese chip maker
with its U.S. subsidiary, Fujitsu Microelectronics Inc., the new
approach is the latest in a series of efforts by memory suppliers
to re-engineer their DRAM chips to speed internal performance.

The above news together with the earlier(June 12, 1998) released
news about new DRAM product from Samsung. Samsung claims that it is
the first company to get to a .13-micron process.Samsung said its
technology can be used with current lithography processes. "The
breakthrough will reduce the amount of risk associated with massive
new investments in the semiconductor industry, and expected to bring
the 4-gigabit (memort chip) to market at least three years earlier
than previously expected," Samsung said in a statement.

The announcement comes as good news for Samsung, which earlier this
week suspended production of 16-megabit memory chips (called DRAMs)
because the cost of production is currently greater than the selling
price. Other manufacturers have taken similar steps, as the memory
chip industry in in the midst of a glut.

After you read above news, you should have the idea the following
made by Memory Expert not without good reason:

The market noise is being made by RAMBUS now because they have devices
sampled. In August the SyncLink consortium will issue samples, and
in January SyncLink parts will be in volume production. The SLDRAMs
are faster than RAMBUS DRAMs, cost only 6% in area, have no
signigicant licence fee, and support fully speed-binning, and are
easier to use.

The RMBS bulls have a feeling that RAMBUS has special technology no
company in the world can match. But in reality there are a lot of
companies in the world can beat it up really bad if they choose to.