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

To: REH who wrote (6002)	7/31/1998 6:51:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

To all the people who hate to look back at the thread - here's a summary of recent events: Rambus rockets on Intel news CFO sees surge in sales as Intel expands use By Binti Harvey, CBS MarketWatch Last Update: 2:54 PM ET Jul 30, 1998 SAN FRANCISCO (CBS.MW) -- Rambus Inc. shares jumped 18 percent Thursday afternoon after the company said it expects Intel to use its memory technology in all Intel chipsets by 2001. Intel, the world's largest semiconductor manufacturer, already uses Rambus (RMBS) systems for its high-end chips. Its expected to convert the remainder of the product line to Rambus systems by 2001, Chief Financial Officer Gary Harmon said during a presentation at the Robertson Stephens semiconductor conference. Harmon expects that success to be duplicated in the larger dynamic random access memory market. "The most important point we've made here is that by 2001, 50 percent of the DRAM market will be converted to Rambus' memory solutions," Harmon said. The royalities Rambus generated from such a trend could add billions to the company's revenue. Rambus shares gained 9 3/8 to 61 7/8 in late trading, still well below its 52-week high of 86 3/4. Wider margin Rambus licenses its memory and chip interface technology to a number of chipmakers, PC manufacturers and network equipment makers. It obtains its revenue from new licensing contracts and royalties. Over the past several years, the company as derived most of its revenue from new contracts, but Harmon sees the market for new licensees drying up because the company already has entered agreements with many of the major players. Harmon believes the company is now poised to reap a substantrial portion of its revenue from royalties, thanks primarily to a push to convert its chipsets completely to Rambus' memory technology. As its technology penetrates the DRAM market, replacing older-generation technology, its costs will decline. The accompanying expansion of royalty revenue will also increase its operating margins. "We expect high operating margins, increasing as we penetrate the market," Harmon said. Rambus Rumbles Toward PC Market (Full Story) TOKYO (Reuters) - NEC hopes its new Rambus chip will prove to be a digital Rambo. The Japanese firm announced today its Rambus subsidiary has developed a 72-megabit random access memory (RAM) semiconductor. It can move data at a transfer speed of 1.6 gigabytes per second. Compaq and Dell have already said this chip will be used in their future personal computers. It can also be used in workstations and servers. Mass production of the chips will start in December. Rambus Inc. is based in Mountain View, California. Oki says licenses Rambus interface technology (Reuters) Oki Electric Industry Co Ltd said on Tuesday it had obtained a license for Rambus interface technology from U.S. firm Rambus Inc for logic and application specific integrated circuits (ASIC). - Jul 21 1:41 AM EDT Compaq Will Use Rambus Memories In Servers : 85% TechWeb News, June 29, 1998 Compaq Computer will announce Monday that it plans to use Direct Rambus dynamic RAMs (DRAMs) in future AlphaServer designs, defying the conventional wisdom that the Rambus architecture is not well-suited to multi-gigabyte memory systems. Intel Leads Testing Of Rambus DRAM Devices : 85% TechWeb News, June 22, 1998 Intel has begun system testing of functional direct Rambus dynamic RAM devices (RDRAM), Rambus said Monday. Toshiba and LG Semiconductor also are testing DRAM devices running at 1.6 gigabytes per second, Rambus added. Compaq, Dell to use Direct RDRAM in '99 PCs : 85% Electronic Buyers News, June 22, 1998 Silicon Valley- Two leading computer makers have agreed to incorporate Direct Rambus DRAM in their upcoming platforms, lending momentum to developer Rambus Inc.'s plan to populate the PC with its high-speed memory interface. Chips: Samsung Semiconductor Comes Out With First Rambus DRAM Module. The 64M Rambus DRAM, with the fastest processing speed and highest performance of any memory device today, will become the main memory component in future multimedia PCs. Samsung Semiconductor... 07/20/98 EDGE: Work-Group Computing Report Toshiba Ships 800-MHz Rambus Dynamic RAMs : 77% TechWeb News, June 15, 1998 Toshiba America Electronic Components in Irvine, Calif., Monday announced it has shipped functioning direct Rambus dynamic RAM (RDRAM) silicon that runs at 800 MHz. Matsushita To License Rambus Technology - March 20, 1998 79% TOKYO, JAPAN (NB) -- By Martyn Williams, Newsbytes. Matsushita Electric Industrial Co., Ltd. (MEI) [TOKYO:6752] says it has signed a licensing agreement with Rambus Inc. [NASDAQ:RMBS] for its high-bandwidth semiconductor-interface technology. source: mckenziewebster.com REH