Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (82395)	6/1/1999 6:05:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Kash, thread, according to this article, IBM plans a straddling act on the Rambus usage or not issue, with one foot in each stirrup. Hope for their sake the stirrups aren't on two different horses. Ouch! IBM said today that it plans to use PC-133 in its low-end PCs to be introduced in the second half of this year, though higher-end expensive PCs and workstations released at the same time will be based on Intel computer chips and Rambus products news.com Rambus falls on IBM concerns By Bloomberg News Special to CNET News.com June 1, 1999, 2:05 p.m. PT Rambus, a designer of high-speed computer chips, fell as much as 13 percent on concern that IBM may choose a competing technology for its personal computers. Rambus fell 10 to 67 1/2 in late trading, after touching 67 1/4. Yesterday, Cahners Business Information's Electronic News, citing unnamed sources, reported that IBM decided to drop support of Rambus technology in its personal computers in favor of a competing technology called PC-133. IBM said today that it plans to use PC-133 in its low-end PCs to be introduced in the second half of this year, though higher-end expensive PCs and workstations released at the same time will be based on Intel computer chips and Rambus products. "It's no secret that IBM has been a supporter of PC-133, but they have not come out against Rambus," said David Wehner, a Hambrecht & Quist analyst who rates Rambus "market perform." Do you want to know more? Read related news View story in The Big Picture Go to Message Boards Search News.com Gary Harmon, Rambus chief financial officer, said that he expects the major supporters early on will be Dell Computer, the world's biggest direct-seller of PCs, and Compaq Computer, the No. 3 computer maker. "We didn't consider IBM to have considerable volumes this year," Harmon said. Mountain View, California-based Rambus licenses its high- speed technology to computer memory and microprocessor makers and will receive royalties once production begins. Intel, the world's biggest semiconductor maker, is promoting Rambus technology to the computer industry and has given tens of millions of dollars to memory chipmakers to upgrade their factories. "We think it is highly unlikely that IBM will drop Rambus entirely," said Seth Dickson, a Warburg Dillon Read LLC analyst, who rates Rambus a "strong buy." Intel needs to ensure that computer memory and other personal computer components keep up with the speed of its new microprocessors. It is using Rambus's technology in its new Camino chipset, which acts as an intermediary between a computer's memory and processor. Copyright 1999, Bloomberg L.P. All Rights Reserved.

To: kash johal who wrote (82395)	6/2/1999 1:28:00 AM
From: grok	Respond to of 186894

Re: <As I understand it Intel hasn't been the problem here. In fact they together with the other US/European semi companies have been very pro-active on Y2K.> The only reason Intel's name has come up regards Y2K is that they have their own Y2K act together so well that they've got time to go out and harrass their vendors on Y2K. And rather than just asking the vendor if they're complaint they demand proof. Many Japanese companies are failing badly on showing the proof. But at least Intel is way ahead of most companies in knowing where their vendors are on Y2K and, therefore, being able to take action ahead of time.