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

To: Don Green who wrote (8968)	10/28/1998 9:36:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Good news, TOKYO (Nikkei)-Global demand for microchips is expected to grow 6.6% in 1999 and 13.6% in 2000, the World Semiconductor Trade Statistics reported Tuesday. That contrasts sharply with its estimate of a 10.9% decline in 1998 to $122.2 billion on a shipment basis. The forecasts for the next two years are about 20% below the June predictions of an international statistics body representing 37 global chip makers, however. WSTS forecasts the market for memory chips will expand 8% in 1999, 19% in 2000 and 22% in 2001. These are the highest growth rates among all semiconductor sectors. Japanese chip shipments are forecast to grow just 0.8% next year, after falling 22.6% this year - the worst performance among major producing countries. Almost all major chip fabricators in Japan, Europe, the U.S., South Korea and Taiwan are members of WSTS. (The Nihon Keizai Shimbun Wednesday morning edition)

To: Don Green who wrote (8968)	10/28/1998 10:59:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 93625

Direct Rambus will have to survive mostly on hype until the CPU bus clock exceeds 133MHz. (From Tom's Hardware Guide) Well of course Rambus won't show any advantage until the processer begins to use the higher speed capabilities Duh!. You can't even use Rambus until you get the memory controllers with the proper interface. There is no reason to assume that the periferal bus speed will match the memory bus speed so you don't have to wait until your sound card has a 600Mhz bus to use Rambus. Behind the Rambus interface is DRAM so it is no surprise that there is equivalent latency to a random fetch as all current memory solutions must ultimatly sense the data from the DRAM. The speculative fetch of modern processors can reduce this latency if they can read sequential data fast enough, that is where Rambus excells. The supporting controllers will be along soon. Tom's argument is equivalent to saying a Dodge Viper is no better than a Volkswagen beetle if the speed limit on the hiway is 55. TP