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

To: unclewest who wrote (15612)	2/15/1999 2:16:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 93625

Intel Makes Major Move in Mobile Processor Market PHOENIX--(BUSINESS WIRE)--Feb. 15, 1999--Semico Research Corp. announced today the availability of a new study, ''Intel Makes Major Move in Mobile Processor Market,'' discussing the impact of recent Intel announcements about the introduction of new Pentium II and Celeron microprocessors in the mobile computing market. Semico believes that ever-improving performance will continue to drive the mobile computing market. For a very short while. Intel competitors had gained an edge, but the new Pentium II and Celeron processors should put Intel back on track to continue its dominance of the market. The study, ''Intel Makes Major Move in Mobile Processor Market discusses the impact of the new microprocessors on both Intel's competitors and its customers. The mobile Pentium II and the mobile Celeron introduced by Intel each have increased amounts of integrated L2 Cache. Semico believes that is a continuation of a trend that eventually will lead to the demise of discrete SRAM in PC applications. This trend is discussed further in a separate Semico study, ''SRAM: Soon Cache Will Be Just An Embedded Memory.'' This report focuses on SRAM rather than on microprocessors, but the conclusion is the same. By 2001, discrete L2 Cache SRAM will have almost disappeared from PC applications. Further information about either the study, ''Intel Makes Major Move in Mobile Processor Market,'' the study ''SRAM: Soon Cache Will Be Just An Embedded Memory,'' or other products and services is available at the Semico Research Corp. Web site WWW.SEMICO.COM, or by contacting Semico Research, at 602/997-0337.

To: unclewest who wrote (15612)	2/16/1999 5:52:00 AM
From: Bernard Super	Read Replies (1) \| Respond to of 93625

Re: the eetimes story: In my report, Part II, on the Rambus Annual Meeting, Post #14805, Point #11 - I mentioned Tate's citing embedded DRAM as a potential competitive threat. You might therefore say 'bad', but see the comment below. Apart from the obvious fact that every technology we know of today will eventually be either obsolete, or relegated to some large or small niche - my opinion is that it will be at least five years before embedded DRAM significantly impacts the need for Rambus' chip-to-chip interface technology. By analogy - increased speed, density and size of RAM has not obsoleted hard disk drives (yet!).My current desktop RAM is 128 Mbyte, and hard drive 6.4 Gbyte. Just a few years ago I had a snazzy new computer that had 2 Mbyte of RAM and a 20 Mbyte disk drive. With regard to ARMHY - it's products are usually used as the core microprocessor along with memory and sometimes other components in ASICs (Application Specific Integrated Circuits). ARMHY's basic business challenge, IMO, is to evolve rapidly both technologically and business-wise, so as to improve its competitive position. So with regard to ARMHY, I'd say 'neutral'. Regards - Bernard