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: REH who wrote (6608)8/21/1998 12:06:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
REH

Very good points. I agree with Rosemary and others, I feel instead of looking "toppy" here, RMBS is consolidating at current levels. Shareholders have every reason in the world to continue to hold, ride out and perhaps take advantage of pullbacks.

bp



To: REH who wrote (6608)8/23/1998 1:42:00 PM
From: REH  Respond to of 93625
 
Intel's plan: Integrated motherboard deluge
Jennifer Hagendorf

Boston -- It is everything but the kitchen sink.

That is how VARs feel about Intel Corp.'s plan to further integrate ancillary technology into upcoming motherboards, said sources familiar with the chip maker's strategy.

The move makes it difficult for resellers to differentiate, VARs said. To add insult to injury, the news comes at a time when the channel is reporting shortages of 266MHz and 300MHz Pentium II processors, they said.

The Santa Clara, Calif.-based chip maker plans to integrate new technologies including Rambus In-line Memory Modules (RIMMs) and soft modems onto motherboards next year. Intel also will continue to add technology from other product groups including Accelerated Graphics Port (AGP), PCI audio and LAN-On-Motherboard (LOM), according to an Intel road map examined by CRN.

The technologies will be integrated on three new motherboards that support the Katmai processor-the next-generation Pentium II. Intel declined to comment on unannounced products.

Slated for release in the first half of 1999, the motherboards-code-named Fairbanks, Vancouver and Salem-are expected to integrate 4X AGP and PCI audio. Vancouver and Salem also will include integrated RIMMs and not offer an ISA bus. Fairbanks will include LOM.

Low-end boards, based on the Celeron chip, also are slated to feature varying levels of integration, sources said. Plans for one Celeron board, code-named Cayman, include an integrated soft modem, AGP and PCI audio, while the Augusta board will feature AGP, PCI audio and LOM. The boards are expected in the first half of 1999.

The addition of RIMMs and soft modems could limit VARs' flexibility in differentiating the systems they build as well as add cost, said sources and VARs.

"A large percentage of business customers don't want modems, so are we paying for something we don't need?" said Bob Gregory, president of Ocean State Computers Ltd., Providence, R.I.

Furthermore, other motherboard makers are skeptical about the performance gains of RIMMs over Dual In-line Memory Modules (DIMMs). "The question is how much [performance gain] is theoretical and how much is real," said one motherboard source.

Meanwhile, supplies of some of the most widely used Intel chips, including 266MHz and 300MHz Pentium II processors, remain scarce (CRN, Aug. 17).

Resellers building their own PCs said they are paying gray marketers more than $200 for 266MHz Pentium II processors list-priced at about $150 and more than $300 for 300MHz chips list-priced at slightly more than $200.

"For the first time in at least two years, the most commonly used processors in manufacturing are selling at above sticker price," said Beau Limbocker, CPU commodity manager at electronics wholesaler Real World Solutions, Andover, Mass.

"I believe Intel wants to push the Celeron 266MHz and 300MHz CPUs, and so is strategically holding back on the Pentium II," said a motherboard source. Intel today is expected to unveil the 333MHz Celeron with integrated Level 2 cache.

Rather than paying premium prices, some VARs are turning to competitors such as Advanced Micro Devices Inc.

"We made the decision last week to dump Intel for low-end machines," said Jason Simonds, president of Computer Connection, based in Rockland, Maine.

Despite Intel's assertion to the contrary, Simonds said the company is making "business less tasty for the little guy."



To: REH who wrote (6608)8/23/1998 1:52:00 PM
From: REH  Respond to of 93625
 
SBC adds zing to passive backplane PCI systems

Gainesville, Ga. - The TR-P2BX single-board computer (SBC) from Trenton Technology Inc. brings passive-backplane PCI systems a heap of processing capability and I/O for less than $2,500 in single-unit quantities.

Based on a 266- to 400-MHz Pentium II in a Slot 1 module and a 100-MHz local bus, the SBC also packs 10/100 Ethernet, UltraWide SCSI and AGP graphics on board. It has an Intel 440BX AGP chip set and AMI flash BIOS, along with 8 to 512 Mbytes of SDRAM plus 2 Mbytes of Rambus memory to support its SVGA-resolution graphics controller. Mean time between failures is 47,000 power-on hours at 40degreesC per MIL-HDBK-217F.



To: REH who wrote (6608)8/23/1998 2:02:00 PM
From: REH  Read Replies (2) | Respond to of 93625
 
Memory bottleneck targeted -- Industry Works On Speeding Up Transfer Rates
Paul Korzeniowski

New York -- Improved memory interfaces are on the horizon but will not reach shore for another 18 to 24 months. The arrival will provide resellers of PCs, servers and workstations with new revenue opportunities, but it also will mean that they have to carry more inventory and provide more customer support.

The need for improved memory interfaces stems from rapid, ongoing improvements in microprocessors. "While microprocessor performance has increased 200 times during the past 10 years, memory speeds have only grown by a factor of 20," said Gregg Bouchard, programming engineer at Compaq Computer Corp.'s Alpha Development Group in Shrewsbury, Mass.

Consequently, internal memory speed has become a bottleneck in users' never-ending quest for faster computers. Cognizant of the problem, Intel Corp., Santa Clara, Calif., began working with Rambus Inc., Mountain View, Calif., in December 1996 to speed up memory transfer rates to 1.6 Gbytes per second.

Delivering such a significant performance boost is no minor engineering feat. Subodh Toprani, vice president and general manager at Rambus, said the company had to develop new signaling techniques and lower the voltage transferred whenever bits change.

As Direct Rambus matures, it is expected to make its way into the mass market. "One of the attractions to working with Intel is its ability to expand use of complex technology," Toprani said.

The transition is expected to be slow. The high-speed memory system is expected to be found in high-end workstations in 1999, midrange systems in 2000 and sub-$1,000 PCs in 2001.

Competing techniques for speeding up memory-SLDRAM and Double Data Rate DRAM (DDR DRAM)-also are vying for attention. Two versions of SLDRAM are being touted.

SLDRAM I, with a top memory transfer rate of 600 Mbytes per second, is being pitched as a low-cost follow-on to existing main memory. SLDRAM II will be based on the chip design of SLDRAM I, but with modifications that will enable a memory transfer rate of 1 GBps.

Initially, PC vendors will find it cost-effective to use SLDRAM I instead of Direct Rambus DRAM, said Farhad Tabrizi, president of SLDRAM Inc., an industry group promoting the standard, and director of worldwide marketing for Hyundai Electronics America's semiconductor division.

The target market for SLDRAM is servers and workstations. The performance of a majority of memory interfaces and chipset controllers used in those products is not dictated by Intel. Companies supporting SLDRAM include Micron Technology Inc. and Siemens AG.

Although Direct Rambus is being designed into high-end systems from companies such as Dell Computer Corp., Austin, Texas, and Digital Equipment Corp, Maynard, Mass., Tabrizi said SLDRAM's chief competitor in the server/workstation market will come from the industry's other emerging DRAM alternative: DDR SDRAM.

Samsung Semicondutor Inc. has been the main backer of the DDR SDRAM approach. Cyrix Corp., Richardson, Texas, and Fujitsu Microelectronics Inc. have stated their intentions to deliver related products.

With the exception of Micron's PC unit, no major PC supplier has revealed plans to incorporate a non-Rambus DRAM technique into its products, said James Handy, industry analyst at Dataquest, San Jose, Calif.

Last month SLDRAM and DDR SDRAM lined up against each other to seek the endorsement of an ad hoc industry consortium, the Server DRAM Forum, whose task is to recommend a single wideband architecture that will carry through three generations of high-speed memory chips.

Compaq's Bouchard said the company examined all the possible memory improvement options earlier this year and opted for Direct Rambus. "The alternatives didn't offer as much speed or have the backing from the main players, such as Intel, that Direct Rambus does," he said.

Also planning to support the Direct Rambus specification are connector manufacturer Berg Electronics Inc., St. Louis; clock chip makers Cypress Semiconductor Corp., San Jose, Calif., and International Microcircuits Inc., Milpitas, Calif.; and semiconductor test-equipment vendors Advantest Corp., Tokyo, and Hewlett-Packard Co., Palo Alto, Calif.

When these vendors ship their wares, PC manufacturers and resellers can incorporate them into new or existing systems for customers. Although no vendor has given shipment dates, Compaq, Houston, and Dell have stated plans to deliver systems compliant with Direct Rambus next year.

Initially, use of the improved internal memory is expected to be limited. "The Direct Rambus feature will start off first in high-end workstations and servers, products where customers can justify paying for the extra horsepower," Handy said.

The initial wave of compliant products is expected to cost twice as much current components. While resellers could make a dollar or two selling the high-performance memory, they also will face increased costs.

"Resellers will have to carry inventory for current memory systems, as well as for the new technique," Handy said. Customers may be confused about the benefits afforded by the faster memory, and that could increase support costs, he said.