Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Shibumi who wrote (5218)	6/29/1998 8:09:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Well said, Shibumi. I gather from your post, that your decision not to double down was due to deteriorating DRAM market. Are specifically referring to the falling prices? Because we have seen several manu's state they will stop production temporarily and two say they may exit the business all together. This will surely firm prices.. Also, there have been a few articles on new applications for DRAM in non-PC products...Anyway, thanks for your posts and look forward to hearing your thoughts when news comes out to change your LT outlook on RMBS. MileHigh

To: Shibumi who wrote (5218)	6/29/1998 8:12:00 AM
From: MileHigh	Respond to of 93625

Here is the official CPQ/AlphaServer announcement.....Some more fuel being added today!! MileHigh ============================== Compaq Computer Corporation To Use Direct Rambus Technology in AlphaServer Enterprise Computing Platforms Business Wire - June 29, 1998 06:14 %RAMBUS %COMPAQ RMBS %CALIFORNIA %TEXAS %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %PRODUCT V%BW P%BW -------------------------------------------------------------------------------- MOUNTAIN VIEW, Calif. and HOUSTON--(BUSINESS WIRE)--June 29, 1998-- Compaq Plans AlphaServer Enterprise Computing Systems Using Hundreds of Gigabytes of Memory Rambus Inc. (NASDAQ:RMBS) and Compaq Computer Corporation today announced that Compaq has taken a license for Direct Rambus technology to create high performance, cost-effective large memory subsystems for future generation AlphaServer enterprise computing platforms. "Direct Rambus technology provides the memory bandwidth needed for future AlphaServer enterprise computing systems," said Jesse Lipcon, vice president of the UNIX and OpenVMS AlphaServers Division at Compaq. "Using Direct Rambus technology, Compaq will develop future AlphaServer systems which can scale to hundreds of gigabytes of memory while meeting the reliability requirements our customers demand. Further, with major DRAM vendors supporting Direct Rambus technology, customers will benefit from the economies of a wide source of supply." Direct Rambus(TM) technology will enable the DRAM industry's highest level of performance to date -- 1.6 gigabytes per second of peak bandwidth from a single device -- and will span multiple generations of DRAM devices (through 1-gigabit densities). Developed in cooperation with DRAM and other semiconductor partners, the Direct Rambus interface achieves its unprecedented performance through electrical and architectural extensions to currently available Rambus technology. "Using multiple Direct Rambus Channels is a proven way to provide gigabytes per second of bandwidth with the gigabytes of memory capacity required in large systems," said Subodh Toprani, vice president and general manager of Rambus Inc.'s Logic Products Division. "In addition, enterprise computing systems need superior reliability. For Compaq, a Direct Rambus subsystem can be configured to satisfy these needs." "Compaq's decision to use Direct Rambus technology in future AlphaServer systems is significant on many levels," said Andrew Allison, Industry Consultant and publisher of Inside the New Computer Industry. "As microprocessor clock frequencies approach one gigahertz, memory bandwidth becomes critical. Rambus technology solves that problem. The performance and system-cost savings of Rambus technology are well proven, with over $1 billion of memory components shipped for high-performance graphics accelerators and consumer products to date. Compaq has become the first of what I anticipate to be many computer system suppliers to adopt the technology for main memory applications." Direct RDRAM(TM) devices leverage conventional DRAM cores, silicon fabrication techniques and memory modules. Direct Rambus memory modules, called RIMM TM modules; use standard industry assemblies similar to those of today's dual in-line memory modules. Currently available Rambus technology is shipping in volume in PCs, consumer electronics and communications systems. Rambus Inc. (NASDAQ:RMBS), 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. Currently, eight of the world's top 10 semiconductor companies license Rambus technology and seven of the world's top PC makers ship systems using the technology. More information on Rambus Inc. and its high-bandwidth interface technology is available at rambus.com. Compaq Computer Corporation, the world's largest computer manufacturer, is a Fortune Global 200 company and the largest global supplier of personal computers. Founded in 1982, Compaq develops and markets hardware, software, solutions and services, including industry-leading enterprise computing solutions, fault-tolerant business-critical solutions, networking and communication products, commercial desktop and portable products and consumer PCs. The company is a leader in environmentally friendly programs and business practices. Compaq products are sold and supported in more than 100 countries through a network of authorized Compaq marketing partners. Customer support and information about Compaq and its products are available at compaq.com or by calling 1-800-OK-COMPAQ. Product information and reseller locations are available by calling 1-800-345-1518. This press release contains forward-looking statements regarding the performance and market acceptance of Direct RDRAM technology and systems incorporating Direct RDRAM technology. Actual results may differ materially. Among the factors which could cause actual results to differ materially are dependence upon the commitment and success of third parties, such as Rambus' DRAM partners, in developing and marketing systems incorporating Rambus technology; rapid technological change in the markets addressed by Rambus; and the potential development of competing technologies. Notes to Editors: Compaq, Registered U.S. Patent and Trademark Office. Rambus, the Rambus logo and RDRAM are registered trademarks of Rambus Inc. Direct Rambus, Direct RDRAM and RIMM are trademarks of Rambus Inc. All other trademarks are the property of their respective owners. CONTACT: Rambus Inc. Michele Clarke/Julie Cates, 650/944-8000 mclarke@rambus.com cates@rambus.com or Compaq Computer Corporation AlphaServer Division Kenneth McDonnell, 508/467-2257 Kenneth.McDonnell@digital.com