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

To: Sam P. who wrote (9392)	11/9/1998 11:54:00 PM
From: MileHigh	Read Replies (3) \| Respond to of 93625

Sounds like great news- surprised no one found it today- I believe IBM has been a partner, so I can not comment on whether this represents a new design win or not--I doubt they would put out a news release unless it was for new designs. MH ==================== A service of Semiconductor Business News, CMP Media Inc. Story posted 2:30 p.m.. EDT/11:30 a.m. PDT, 11/9/98 IBM plans Direct Rambus links in 0.25- and 0.18-micron ASICs EAST FISHKILL, N.Y.--IBM Corp. here today said it has licensed Rambus Inc.'s 800-MHz Direct Rambus ASIC cell for use in custom logic products. The core provides a 1.6-gigabit-per-second memory interface to Direct Rambus DRAMs. IBM said it plans to make the Rambus ASIC cell available for customer designs by the end of the year. The first offering will be supported by IBM's Blue Logic 2.5-volt, 0.25 micron SA-12E process technology. In the second quarter of 1999, IBM will offer the Rambus interface in its 1.8-V, 0.18-micron SA-27 ASIC series. "The Direct Rambus interface is an important emerging industry standard memory interface," said Allen Carl, program manager for the Rambus ASIC interface at IBM Microelectronics.

To: Sam P. who wrote (9392)	11/10/1998 12:26:00 AM
From: Timothy Liu	Respond to of 93625

I think this is a very positive news. RDRAM because of the high frequency require early adoptance of advance processes. Part of Intel's reason of investing in MU is because of MU's expertise in 0.18micron process. IBM is undoubtedly another leader in process technology and their involvement will propel the acceptance of RDRAM. Tim Just my 0.02$