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


To: Rosemary who wrote (18819)4/17/1999 5:48:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
does any one know if this is happening yet?

old news but current time frame for shipping.
unclewest

03/15/99, 04:46:34 PM EDT)
NEC Electronics Inc., Santa Clara, Calif., will being shipping samples of a new 800MHz 128-megabit Direct Rambus dynamic random access memory (DRAM) device in April 1999.

Targeted for manufacturers of high-end workstation and desktop systems, the 800MHz Rambus technology offers 1.6 gigabytes (GB) per second of peak bandwidth from a single device.....
edited short.



To: Rosemary who wrote (18819)4/17/1999 5:56:00 AM
From: unclewest  Respond to of 93625
 
news

Date: 04/17 00:16 EST

Rambus' outlook marred by Intel delay

Apr. 16, 1999 (Electronic Buyers News - CMP via COMTEX) -- Rambus Inc.
last week said earnings for the remainder of 1999 will be flat at best,
following word earlier this year from development partner Intel Corp.
that the introduction of its Camino chipset will be delayed until late
in the third quarter. The Mountain View, Calif., memory-interface
designer had hoped 1999 would prove a banner year. Having worked with
Intel since late 1996 promoting Direct Rambus DRAM-a high-speed memory
technology for use in next-generation Pentium-based PCs-Rambus was
about to see its ship come in. However, the delay of Intel's Camino
chipset, which allows the Direct RDRAM memory chips to communicate with
the processor, has frozen Rambus' short-term market opportunity.

In a second-quarter earnings report issued last week, Rambus said
year-to-year revenue increased by 2% for the period ended March 31. The
company's sales slipped 7%, to $9.9 million, from the first quarter,
but sales for the six-month period were up 7%, to $20.4 million, from
the same time frame in 1998. With the Camino launch date now pushed
back to September, Rambus said it expects volume shipments of Direct
RDRAM to begin in earnest in December, with royalties from licensees to
follow by March 2000.






To: Rosemary who wrote (18819)4/17/1999 6:00:00 AM
From: unclewest  Respond to of 93625
 
news

Date: 04/17 00:22 EST

Rambus Slows, DDR Speeds Up

Apr. 16, 1999 (Electronic Engineering Times - CMP via COMTEX) -- Intel
Corp. is conceding a need for a low-speed version of Direct Rambus,
leaving systems OEMs skeptical about the value of the technology. In
the meantime, the double data rate DRAM effort showed new signs of
aggressiveness. Page 4.






To: Rosemary who wrote (18819)4/17/1999 6:05:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
news

Date: 04/17 00:23 EST

Intel supports 700-MHz Rambus as Double-Data-Rate backers ready 266-MHz parts -- Rambus slows as DDR gains in DRAM race

Apr. 16, 1999 (Electronic Engineering Times - CMP via COMTEX) -- Santa
Clara, Calif. - Intel Corp. continued last week to back off on its
speed claims for Direct Rambus, leaving systems OEMs skeptical about
the value of the proprietary technology. At the same time, the
relatively quiet multivendor Double Data Rate (DDR) DRAM effort showed
new signs of aggressiveness, boasting 133-MHz DDR parts and dropping
hints of higher speeds. Overall, the message for the personal computer
main-memory market seemed to be that DDR DRAMs will soon approach the
peak throughput, and in fact beat the latency of the Rambus devices.

Intel, which initially insisted that Direct Rambus channels would
operate at 800 MHz-which is actually marketing-speak for a 400-MHz
synchronous bus transferring data on both rising and falling clock
edges-said its Camino chip set also will support a 700-MHz spec, one
that lets the DRAM manufacturers use a higher proportion of their
yields. An Intel spokesman said internal discussions are under way
about support for a 500-MHz speed bin.

In today's uncertain environment,where Intel's decision to support
the Rambus architecture is hotly debated, the 700-MHz speed grade is
seen as another indication that Intel and Rambus won't be able to
deliver the technology on time and at prices that desktop PC buyers
will tolerate. Others argue that the jump in performance Rambus
promises-originally to 1.6-Gbytes/second peak bandwidth per channel-is
the only way to entice buyers to purchase high-end systems and enable a
new class of bandwidth-intensive applications.

The spokesman said Intel had no plans to delay further the
third-quarter commercial introduction of Rambus-based desktops,
following the decision at the Intel Developer Forum to postpone the
launch by three months, until September.

Through most of last year, Intel and Rambus touted 800-MHz
performance. But with poor yields of those chips, Intel decided to
support a 600-MHz spec for less-expensive desktops.

Steve Cullen, a memory analyst at market research firm In-Stat Corp.
(Phoenix), said the 700-MHz speed "adds to the confusion" over Rambus
and said "the performance vs. the price is still questionable."

But Cullen, based in the Boston area, said the 700-MHz speed grade
will let DRAM manufacturers price their chips more reasonably. Prices
for 800-MHz parts would have been even higher, he added.

Nearly all Rambus DRAMs shipping this year will have a density of 128
Mbits, for desktops with 128 Mbytes of main memory on a single Rambus
In-line Memory Module, or RIMM. In-Stat predicts that at the chip level
the premium for Direct Rambus DRAMs (R-DRAMs) will be 20 to 30 percent,
perhaps more at the module level.

But Jim Sogas, a Hitachi America director in charge of its DRAM
business unit, said the premium will be "60 to 80 percent, nearly two
times [what it is now]. It looks pretty bad."

With DRAM makers struggling for a profit, none will price R-DRAMs
below cost, he said.

Higher price, however, may not be the only discouraging factor. Sogas
said overall performance of the lower Rambus speed grade would be no
better than today's PC100 synchronous memories. Others have said that
even with the fastest DRAMs, the difference in memory bandwidth would
be visible only in specific situations. Consequently, Sogas said,
Hitachi is pursuing the market for PC-133 SDRAMs, now shipping to
server manufacturers, and will follow with PC-266 DDR SDRAMs.

Meanwhile, the DDR camp is preparing to move for the first time in
years to a new I/O signaling standard. The first-generation DDR parts
will use the LV-TTL interface at 3.3 V. A second generation, or DDR-2,
will switch to Stub Series Terminated Logic (SSTL), a low-voltage-swing
technology already in very fast SRAMs. The signaling technology
promises both a cut in power and increase in operating frequencies in
the messy, plug-in module world of PC motherboards.

Sogas also raised questions about the heat density of the Rambus
parts. In many systems, seven of the eight chips on the module will
have to be kept in "nap" mode, while one chip actively feeds data,
increasing latency even further when another chip is accessed. The
modules will require a large heat spreader to handle thermal concerns.

Sogas predicted that Intel will reconsider its Rambus decision.

An Intel spokesman said the company is sticking by its plan for a
third-quarter introduction, though he declined to say if the Camino
chip set was sampling. Support for a 133-MHz bus between the CPU and
the system controller chip is seen as critical to the Rambus-generation
rollout, and one cause for the three-month delay was the difficulty in
supporting the faster processor bus with the Camino chip set.

Meanwhile, many DRAM vendors who have publicly supported Direct
Rambus while privately complaining of shaky technology and runaway
costs appear to smell blood. Sogas said an ad hoc group will announce
the DDR-2 specification in a few weeks. "We don't want DDR-2 to be seen
as just another Jedec option. The DRAM industry wants to coalesce on
this standard," Sogas said.

While Intel struggles to ready its Camino chip set, other companies
are working on core logic to support the PC-133 SDRAM. Via Technologies
Corp. leads Taiwan-based companies that support PC-133 SDRAMs in PCs.
After that, the transition to DDR versions would be followed by a
switch to the DDR-2 spec and the SSTL interface. VLSI Technologies,
Opti Inc., Micron Technology Inc., Acer Laboratories and FIC also are
said to be working on core-logic solutions.

The DDR camp has not forgotten infrastructure requirements. Tony
Ochoa, product marketing manager at Micro Linear Corp. (San Jose), said
his company is developing active termination ICs for DDR-1 and DDR-2
systems.


-0-

By: David Lammers
Copyright 1999 CMP Media Inc.



To: Rosemary who wrote (18819)4/17/1999 6:11:00 AM
From: unclewest  Respond to of 93625
 
in english comp 101, he learned to write strong closing statements...last paragraph last news post...

The DDR camp has not forgotten infrastructure requirements. Tony
Ochoa, product marketing manager at Micro Linear Corp. (San Jose), said his company is developing active termination ICs for DDR-1 and DDR-2 systems.


wow!!! now that is an impressive amount of infrastructure.
unclewest



To: Rosemary who wrote (18819)4/17/1999 6:18:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
news

Date: 04/17 01:07 EST

Valuable Predictions

Apr. 16, 1999 (Windows Magazine - CMP via COMTEX) -- Hot or Hype"
(Cover Story, March) was a very useful article for planning my next set
of upgrades. I appreciated the clear and concise explanations about
where technology is headed. I've wasted time and money on useless
gadgets in the past, so I found this information extremely valuable.

John Mielke

When you placed voice recognition in the "hype" category, you made it
harder for VR consultants like myself, who have to spend more time
re-educating our clients that the benefits far outweigh the cost and a
bit of behavior modification. In my experience, enunciation and
training are not as important as having the right hardware and software
to optimize performance, coupled with a user-specific dictionary. If
your sole complaint is that only the serious need bother, then so be it.

Russ Walton

I would like to correct several misconceptions about EDRAM and ESDRAM
products as stated in your "Hot or Hype" article. You say that it's not
socket-compatible with existing SDRAM. Our ESDRAM products were
approved in 1998 as an SDRAM Superset standard, meaning they have a
superset of features that increase performance, while being exactly
SDRAM-compatible.

As for it being expensive, we are currently in licensing discussions
with numerous DRAM companies to find a way to offer a low-cost product.

Finally, although Intel says Rambus is the answer, manufacturers such
as Micron, Samsung, IBM and Mitsubishi have recently announced PC-133
SDRAM for their next-generation chipset offerings. And we are currently
involved in design-in activity with almost all non-Intel chipsets. I
think 1999-2000 will be the right time for EDRAM.

David Bondurant
Vice president of marketing, Enhanced Memory Systems

Editor's reply: You're right about ESDRAM-it does indeed fit into
SDRAM sockets. Concerning motherboards and chipsets, Intel currently
manufactures more motherboards, and far more chipsets, than any other
company. We'll want to take a close look at products using these other
components before we give them a heads-up.


-0-

Copyright 1999 CMP Media Inc.





To: Rosemary who wrote (18819)4/17/1999 10:52:00 AM
From: Glenn Norman  Read Replies (1) | Respond to of 93625
 
Yo_Ms.Rosemary...............GOODMORNING! It is a beautiful spring morning here in North Texas this morning - hope you are having good weather also.

Back to RAMBUS RAM. Rambus memory will co-exist with the other memory standards (SDRAM, ESDRAM, DDR-DRAM, PC100 & PC133, etc.) without one or the other being totally displaced in the next few years. The market differences between Rambus ram and other ram is similar to that of a pickup truck and a 18 wheeler tractor trailer truck. Both have their advantages and disadvantages as to UTILITY, COST, PERFORMANCE, etc., etc.. For the average person a pickup truck has great utility, reasonable cost, and performance that will never be used by most owners. A pickup will go to the store, haul a new couch home, carry a load of sand for the garden, park easily in the garage, go to the lake for a week-end, and can be easily handled even in the worst of traffic on todays jammed packed freeways. The pick up is like a Personal Computer. A HEAVY DUTY PICK UP (3/4 ton or 1 ton)can do all the same things as a regular pick up except it can do them with larger and heavier loads like a computer WORKSTATION can do more and heaver (ESPECIALLY GRAPHIC INTENSIVE WORK) than a Personal Computer. Then there is the 80,000 lb. load carrying 18 wheelers,with two trailers hauling loads that you would never even dream of doing with a pick up. These big trucks are like multi-processor servers - very expensive to buy, very expensive to maintain, but capable of carrying huge loads round the clock, 365 days a year, in almost every kind of environment WITHOUT FAILING, but you wouldn't use them to do jobs you could use a PC to do, just like you would not normally use a 18 wheeler to go to the store for a few groceries or to take the kids to soccer practice, or run to the dentist office.

The market for Rambus is like the market for pick up trucks - HUGE and in a few years everyone will have one or maybe two! But there will still be other memory types, for not-so-mainstream uses, being manufactured by many different companies, for many different products and uses. If you look at the MEMORY market on a world wide basis like the TRUCK market then you must conclude that there is room for everyone and all types of memory.

Memory is constantly changing just as every thing else in this old world is and certainly the chance of profiting from new and innovative products and ideas is always greater for those that are in at the beginning, and RAMBUS is the beginning of a new and innovative product right now, right here, today!!!!!!!!

I am long Rambus and have been long Rambus from the beginning and I continually add to my rambus position on every pullback, downturn, MM headfake, and general market down turn - RAMBUS IS THE NEW STANDARD FOR COMPUTERS PERIOD!

Sorry for the long post-

Salude to you Ms.Rosemary and to all the "BUSSERS" - Norman!