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To: MileHigh who wrote (9196)11/5/1998 9:47:00 AM
From: REH  Read Replies (1) | Respond to of 93625
 
My texas friend - we disagree and that's fine. I view the contract fee that each company has made to be a strong commitment. In addition they invest in their manufacturing plants to make the changes neccessary to make RDRAM. MU was really the only one somewhat hesitant but remember that they to signed and announced Rambus support a year ago almost.
Test equipment is indeed in place - the battle is over who has the best equipment.
CPU vendors: they officially announce that future CPU's will be Rambus-compatible - I never expected any stronger commitment than that. These guys also pay contract fees remember (i.e. commitment).

I think we might get some very positive surprises from Comdex - but that's just a hunch. Probably dip down today to 58-59 then up strong to 63-65 (another hunch)

reh



To: MileHigh who wrote (9196)11/5/1998 10:02:00 AM
From: REH  Respond to of 93625
 




Rambus shines in Intel-Micron deal With Intel's $500 million investment in Micron Technology, memory designer Rambus will increasingly move to center stage in the world of computer design. October 16, 1998

Intel to invest in Micron Chipmaking giant Intel will make a $500 million equity investment in Micron Technology, the companies announced today.

Intel said its investment in Micron is part of its strategy to support the development and supply of next-generation memory products. Intel also said that it hopes to help drive personal computer industry growth by accelerating the adoption of Direct RDRAM, a high-speed memory interface technology developed by Rambus.

Stock of the Day Oct 15, 1998 Rambus: Modest Profit Now, Huge Ones Predicted

Rambus Reports Fourth Quarter and Fiscal Year 1998 Results (BusinessWire)
Rambus Inc. today reported financial results for the three and twelve month periods ended September 30, 1998. Fourth quarter revenues of $9.7 million were up 24% over the same period last year, and 5% over the previous quarter.
- Oct 14 4:10 PM EDT

VIDEOLOGIC: New PowerVR graphics products take advantage of Direct Rambus memory systems (C)1994-98 M2
COMMUNICATIONS LTD - PRESSWIRE-8 October 1998-

AMD Chooses Direct Rambus Interface Technology for Processor Chipsets
First Test Chips Are Already Functional at Full Speed
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 8, 1998--AMD (NYSE:AMD - news) announced today it has licensed the Direct Rambus(tm) high-bandwidth memory interface for use in forthcoming logic chips, and that the technology will be the main memory interface for future personal computer products.

Morgan Stanley said a seasonal increase in personal computer demand and the end of acorrection in chip inventory levels bode well for earnings inthe sector this quarter. -- In a research note, Morgan Stanley said itssemiconductor analysts expect "a meaningful contraction in the number of negative earnings surprises for the quarter" andcited Intel Corp. (NASDAQ:INTC), Xilinx Inc. (NASDAQ:XLNX), NeoMagicCorp. (NASDAQ:NMGC) and Rambus Inc. (NASDAQ:RMBS) as its favorites in thegroup. -- The firm said Intel and NeoMagic "should be able toreport positive earnings surprises" while Rambus and Xilinxshould "meet or slightly exceed expectations." -- Morgan Stanley rates Intel, Xilinx and NeoMagic strongbuy and Rambus as outperform.
Reuters, Thursday, October 01, 1998 at 09:45

Mitsubishi Samples 0.25-um, 72-Megabit Direct Rambus DRAM Discrete IC and 72- and 144-Megabyte RIMM Modules (BusinessWire)
The Electronic Device Group of Mitsubishi Electronics America Inc. today announced sample availability of the 72-megabit Direct Rambus(tm) DRAM (Direct RDRAM(tm)) discrete IC and 72- and 144-megabyte RIMM(tm) modules.
- Sep 30 11:35 PM EDT
Kingston Ships Over 100 Direct Rambus Modules To Semiconductor OEM and Technology Partners (PR Newswire)
Kingston Technology Company today announced the shipment of more than one hundred 64- and 128-MB Direct Rambus memory modules, or RIMMs, to Semiconductor Original Equipment Manufacturer and industry technology partners during the month of September.
- Sep 28 4:00 PM EDT
Synopsys Supports Rambus Direct RDRAM Specification; MemPro Memory Model Generator Creates First Third-Party Direct RDRAM Simulation Models
BEAVERTON, ORE. (Sept. 28) BUSINESS WIRE -Sept. 28, 1998--Synopsys Inc. (Nasdaq:SNPS), the design technology leader for complex IC design, today announced that it has incorporated the Rambus Direct RDRAM(R) specification into its Logic Modeling(R) MemPro(TM) memory model generation tool.

Hitachi Cable to make Rambus chip package material
TOKYO, Sept 17 (Reuters) - Hitachi Cable Ltd said on Thursday it would start production in the autumn of material it has developed for use in the packaging of Rambus dynamic random-access memories (RDRAM). Hitachi Cable said in a statement it would have capacity to produce 50 million units per month of the new material by the end of 1999.

Rambus Announces Validation Program to Accelerate Transition to Direct Rambus Memory Systems
OEMs and Component Suppliers to Gain Faster Time to Market and System Issue Resolution
PALM SPRINGS, Calif.--(BUSINESS WIRE)--Sept. 15, 1998--Rambus Inc. (NASDAQ:RMBS - news) announced today at the Intel Developer Forum, a new component Validation Program to further enable a smooth transition to the Direct Rambus(tm) memory systems in 1999.

The Validation Program establishes uniform verification procedures for Direct Rambus memory system components allowing system companies faster system integration and issue resolution. Validation procedures are being established for all the major components of a Direct Rambus memory system, which are the Direct RDRAMs(R) devices, RIMM(tm) modules, RIMM connectors and clock components.

''Operation at ever-increasing clock frequencies leaves little margin for error in today's system designs,'' said Nathan Brookwood, PC Semiconductor Analyst, Dataquest. ''Shorter product life cycles force vendors to debug, test and qualify components in ever-decreasing amounts of time. They must ramp their production more rapidly than ever but cannot afford mistakes. The Rambus Validation program provides an excellent example of how vendors can innovate not only in the design of their products, but also in the way they test and ensure interoperability of their offerings.''

IC WORKS Unveils One of the Industry's First Direct Rambus Clock Generators

SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 15, 1998--IC WORKS Inc.,
a leading manufacturer of frequency timing generators, today unveiled
one of the industry's first working Direct Rambus(TM) clock generator
samples.
SiliconTech Gets in Line for 1999 Supporting Direct Rambus RIMM
Modules

SANTA ANA, Calif., Sept. 15 /PRNewswire/ -- SiliconTech, Inc. today announced
its support of Direct Rambus(TM) RIMM(TM) modules, the memory technology
expected to become the PC main memory standard beginning in 1999. 09/15/98

Celestica Offers Customers Extra Performance Muscle With Direct Rambus(tm) Memory Modules

Celestica Inc. announced an agreement with Rambus Inc. to design, manufacture
and sell high-performance Direct Rambus memory modules, or RIMM modules.
Next-generation Direct Rambus memory modules will be used in personal computers,
notebooks, servers, workstations, digitally-based video products and multimedia
subsystems. "The Celestica advantage consists of rigorous design, test and
manufacturing expertise," said John Sloan, vice president Celestica Memory Business.09/14/98
SMART PREPARES FOR DIRECT RAMBUS(TM) RIMM(TM) MODULE PRODUCTION

SMART to Use New HP Test System for Direct Rambus RIMM Modules

FREMONT, Calif., Sept. 14 /PRNewswire/ -- SMART Modular Technologies,
Inc. (Nasdaq: SMOD) today announced that in preparation for Direct
Rambus(TM) RIMM(TM) module production, it has incorporated advanced
test capabilities into its manufacturing process through the addition
of Rambus Series test systems from Hewlett-Packard. 09/14/98

TANISYS ANNOUNCES AGREEMENT TO PROVIDE DIRECT RAMBUS MEMORY

PR Wire
September 2, 1998, 9:21 a.m. PT

AUSTIN, Texas, Sept. 2 /PRNewswire/ -- Tanisys Technology, Inc.
(Nasdaq: TNSU) a leading supplier of build-to-order custom products for PC
manufacturers, announced today that it has signed an agreement with Rambus
Inc. (Nasdaq: RMBS) to design, manufacture and sell Direct Rambus(TM) RIMM(TM)
memory modules using Direct Rambus DRAMs.

Rambus up on Samsung's backing
11:42 AM ET Aug 11, 1998

Licensee says memory chips could grab half of market

NEW YORK (CBS.MW) -- Bucking weakness in the broader markets as well as in the chip sector, Rambus Inc. shares rose 8.2 percent Tuesday on news that one of the company's licensees is set to begin mass production of memory chips using Rambus technology.

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. The company expects to begin ...





To: MileHigh who wrote (9196)11/5/1998 7:32:00 PM
From: jopawa  Read Replies (4) | Respond to of 93625
 
Mile,

I defer to people more knowledgeable than I on technical stuff etc., but having read the Samsung article I have to take issue with your comments of earlier.

You wrote:

I disagree that they are "making the investment neccesary to manufacture RDRAM"- they were not and that is why INTC invested in MU and why we will see capacity constraints in '99 due to infrastructure NOT being in place...Also, most prodcut availabilty is going to be mid to late '99...

>>>b. Test equipment is in place

I disagree totally with this, read then industry articles, testing equipment is a major issue right now and it is not set up and running...

Mile, there appears to be no barriers in place for Samsung. They sound ready and raring to go in 3 mos. Doesn't sound like they are hemming and hawing over whether to produce RDRAM in '99. Granted, they are clearly making it known to the industry that they want the lion's share of the market, but nonetheless they sound ready to go to me.

John