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

To: REH who wrote (7304)	9/19/1998 11:08:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Folks, If we believe RMBS will be designed into the hand held or PDA markets, why haven't we heard any mention of RMBS? Intel intends to use its recently acquired StrongARM processor architecture to enter the handheld and TV set-top computer markets, president Craig Barrett told convention-goers Intel has been talking about the StrongARM processor for some time now with no mention of RMBA/RDRAM. As I see it, StrongARM is Intel's main processor technology for the hand held market. I would love to have RDRAM associated, but I do not see it. Also, if we are correct in assuming that the next big move in computing will be into hand helds/PDA's, etc..then should we not be concerned about embedded DRAM technology that might not need RDRAM interface? Just asking some questions to stimulate some discussion. Regards, MileHigh

To: REH who wrote (7304)	9/19/1998 11:19:00 AM
From: MileHigh	Respond to of 93625

Below is GREAT news, as long as the Alpha chip will still utilize RMBS technology, which I am sure it is! Remember this summers big announcement that popped us higher! ========================================== Compaq To Migrate Tandem Servers To Alpha (09/19/98; 9:18 a.m. ET) By Mitch Wagner, InternetWeek In a potentially major boost for the Tandem installed base, Compaq Computer plans to migrate Tandem's Mips-based Himalaya servers to the Digital Alpha chip architecture. The decision signals several things, all good for users and Compaq, said analysts who were briefed about the strategy. Himalaya servers are widely used to support high availability, transaction-intensive applications. It gives Tandem users a clear migration path, which is importance since Silicon Graphics, which owns the Mips chip, plans to focus the technology on embedded and consumer devices, leaving systems like Himalaya in the lurch. ''Alpha users are going to be jumping up and down over this one,'' said Dataquest analyst Jerry Sheridan. Some users and analysts feared that Compaq might abandon or sell the chip. Likewise, Tandem users will be pleased, said Laurie McCabe, an analyst with Summit Strategies. ''It gives Tandem people more of a sense of commitment and security,'' McCabe said. ''It mainstreams them a little into this Compaq/Digital behemoth.'' The decision is also one of the first concrete signs that Compaq plans to invest in the Alpha chip, which it acquired when it bought Digital Equipment Corp. this year. Finally, it's also one of the first signs that Compaq is leveraging and integrating Tandem and Digital, both of which it bought in the last 15 months. ''It looks like they're taking the best parts of the companies and doing something with them,'' said Rob Enderle, an analyst with the Giga Information Group. Himalaya systems based on the Alpha chip will materialize next year or in 2000. Existing systems will be upgradable through a board swap, rather than needing to replace the system. The new systems will be binary compatible with existing applications written for the NonStop Himalaya operating system, according to those briefed by Compaq. Compaq officals declined to comment.

To: REH who wrote (7304)	9/19/1998 11:34:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

More IDF comments....Also, when we look a the "big picture", with the chip business in tough times and with a lot of companies hanging on for life, in terms of cash flow and overall financial strength, would not this fact be a positive to RMBS? Meaning, these same companies that WANT TO create a competitive standard to RDRAM can not really commit the resources needed to bring to market an alternative standard? ============================== September 21, 1998, Issue: 1026 Section: News -------------------------------------------------------------------------------- At IDF, Intel offers RDRAM design aid . . . Palm Springs, Calif. - Rambus Inc. announced at the Intel Developer's Forum here that it will run a formal validation program for Direct Rambus DRAMs (D-RDRAMs) and modules. The effort will be similar to the program Intel launched last year to verify the interoperability of the PC-100 SDRAMs. Intel, meanwhile, has set up a testing center, called the 505 Electronics Lab, to help computer manufacturers test for the electrical, thermal, and power characteristics of Rambus DRAMs and modules. Though a year remains before volume demand for D-RDRAMs is expected, concern was expressed at the IDF gathering that financially strapped DRAM makers won't be able to supply enough RDRAMs. The validation program will seek to ensure compatibility among the RDRAMs expected to come from 14 different memory suppliers and a host of module makers. Srinivas Nimmagadda is director of the Rambus program. Copyright r 1998 CMP Media Inc.