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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (2481)	5/10/1999 1:22:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

I am considering a swing trade on DELL through earnings on the long side. Any thoughts?

To: Bilow who wrote (2481)	5/18/1999 5:57:00 AM
From: Bilow	Read Replies (1) \| Respond to of 2578

More EE-Times articles, regarding Rambus... Chip set enhances I/O, handles 133-MHz bus Vegesna said that bandwidth is less of a concern in the server market than latency, but added that "with the future-generation memory buses from Intel, there will be a need for more bandwidth, and we believe both DDR and Rambus memories will be there to fill that need. We will have products for both markets-the Rambus market and DDR-which may be more cost-effective for large memory systems." techweb.com Die shrink expected to cut cost of Direct RDRAM Toshiba said the die sizes for the new 128- and 144-Mbit Direct RDRAMs are 103 mm2 and 114 mm2, respectively. By comparison, Toshiba's latest 0.2-micron 128-Mbit SDRAMs have a die size of 91.7 mm2, making the Rambus part about 12 percent larger than the standard device. The typical die penalty for Direct Rambus has been 20 percent or more, according to analysts and industry observers. Along with higher test and packaging costs, the die penalty of Direct Rambus devices is considered to be one of the biggest contributors to their high price. techweb.com Yes, DDR are for the high end memories, Rambus is for low end. Another product release: Address, clock chips aim at DDR SDRAM Hitachi said the HD74SSTL16857T address driver and HD74CDC857T PLL clock driver provide stable, high-speed data transfer within the main memory of workstations and servers. techweb.com -- Carl