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


To: REH who wrote (13168)1/13/1999 7:58:00 PM
From: James Fulop  Read Replies (3) | Respond to of 93625
 
"The semiconductor sector has had a tremendous rally and I still believe we are in the early part of a multiyear rally," says Edelstone, noting that Rambus doesn't have anything to do with the Internet. "Rambus has about as much to do with the Internet as Intel (INTC:Nasdaq), so their thinking on this may be a little bit of a stretch."
From thestreet.com ...... does anybody else find that statement kind of strange? Maybe it was out of context, but I think the Internet is very important to Intel.
for the full article: thestreet.com



To: REH who wrote (13168)1/13/1999 8:12:00 PM
From: Timothy Liu  Read Replies (2) | Respond to of 93625
 
I expect a runup after earning release till end of the month conference. Earning which maybe good COULD disappoint. But end of the month conference must be positive. If earning meets estimate or a little disappoint, the selloff afterwards is your buying opportunity.

Tim
JMHO of course.



To: REH who wrote (13168)1/13/1999 8:54:00 PM
From: REH  Respond to of 93625
 
Mobile computing and Rambus from Intel:

Rambus
"Rambus has been working closely with Intel to incorporate the power-management features required by mobile platforms into Direct Rambus DRAMs," said Dave Mooring, Vice President and General Manager of Rambus Inc.'s PC Division. "As a result, a Direct Rambus memory system will meet Intel's Mobile Power Guidelines and be the optimal memory solution for mobile platforms in 2000 and beyond."

link: intel.com

reh



To: REH who wrote (13168)1/13/1999 8:56:00 PM
From: REH  Respond to of 93625
 
Intel Developer Conference scheduled for Feb 23-25

link: developer.intel.com



To: REH who wrote (13168)1/13/1999 9:02:00 PM
From: REH  Respond to of 93625
 
Philips Semiconductors announces complete clock solution for Rambus®-enabled applications
Direct Rambus Clock Generator and CK98 system clock generator launched by new PC Motherboard Products Organization
Philips Semiconductors today announced a complete clock solution for Rambus-enabled applications with the introduction of the Direct Rambus Clock Generator (DRCG) and a CK98 system clock generator. Product samples are currently available, with volume production expected to begin in Q1, 1999.

Philips Semiconductors' PCK2011 is a DRCG that provides differential clock signals up to 400 MHz to Direct Rambus memory channels onto Rambus In Line Memory Modules (RIMMs). The PCK2010 is a spread spectrum CK98 system clock generator that provides 50/66 MHz single-ended clock signals to the DRCG, as well as several copies of the CPU, 3V66, PCI, IOAPIC, and USB clocks. As a licensee of the Rambus interface technology and a major supplier to PC motherboard manufacturers, Philips Semiconductors subscribed to Intel specifications when developing the PCK2011 and PCK2010.

"These products were developed as a result of our working relationships with PC motherboard design engineers and long-standing alliances with global manufacturers of microprocessors," said Pierre-Yves Lesaicherre, international product marketing manager for the new PC Motherboard Product organization within Philips Semiconductors' Logic Products group. "While we continue our tradition of quality and technical excellence with our established family of logic products, these new solutions are more complex and bring additional value specifically to our PC motherboard customers and to Philips Semiconductors' logic products portfolio."

Through the use of the Philips Semiconductors' I2CTM bus, a clock generator user can select frequency, spread spectrum mode, and individual DIMM enabling. Philips Semiconductors' clock generators feature low jitter, tight skews and spread spectrum capabilities to reduce EMI on the board.

link: www-us2.semiconductors.philips.com

don't think its been posted before

infrastructure infrastructure infrastructure infrastructure

reh



To: REH who wrote (13168)1/14/1999 2:26:00 AM
From: Shumway  Read Replies (1) | Respond to of 93625
 
Maybe they report that they get MOT as a new license partner. ;-)
My tip: on penny ahead.