I admit I lost track from the RMBS IPO, but my recollection is that Intel owned a substantial number of shares when Rambus went public. Anyone recall INTC selling that stock?
I agree. If I was Sony I would be negotiating with all the US homebuilders to put the Cell in all the new homes that are being built in the US. Why not hotwire the house beforehand. I think it could be similar to the cable, internet and security systems that come built into our homes today. The movement is towards association neighborhoods and these services are offered to you in your association dues. I think Sony could make a move in this market, they could offer the Cell free to the new homeowner, ofcourse it would be part of the overall cost of the house, but it would be included. Then Sony could charge a monthly fee for access to the internet, e-commerce, music, anything else you could think of, plus all the rooms would already be hotwired for new cell consumer products that can be bought at the store and plug and play when you get home. I think this is were the industry is moving towards to eventually.
Alright, my last post on this subject. This article is a fantastic overview into Sony's vision for the Cell and the future. Also gives some of the negatives about how the Cell might fail. I think this is a must read. Some great quotes.
<<<The PlayStation 3 could conquer the home-entertainment and computing markets--if the chip inside it can deliver 1,000-fold processing improvements.
Buoyed by so much processing power, consumers will be able to interact with these worlds without worrying about hackers, viruses, or lost connections. Instead of using a mouse or game controller, players might wave their hands in front of a Web cam, showing what they want to do through gestures. They might play games without ever putting a disc into the console machine, downloading games from the Internet instead. They could tap into vast networks of movies and music, or they could record shows on the PlayStation 3 hard drive, which, by 2005, might hold 12,800 hours of music or 2,000 hours of video. And, starting with buying games from Sony, consumers will also be able to use the PlayStation 3 to engage in all sorts of e-commerce, through either a Sony ISP or a potential ally like AOL Time Warner.
Sony's plan to build a box that could be the nexus of home entertainment was revealed in a speech by Shinichi Okamoto, senior vice president of research and development at Sony's game division, at the Game Developers Conference in March. Mr. Okamoto said that Sony's next box will make good on the unfulfilled promise of the PlayStation 2--that the PlayStation 3 will be a broadband-enabled computing machine. As such, it will compete not only with game consoles from Nintendo and Microsoft, but also with PCs from the likes of Dell Computer and Hewlett-Packard, and with TV set-top boxes from Motorola and Philips.
Sony hopes its cell-computing chips will be useful in other kinds of devices, from camcorders to TV sets. That could result in such high production volumes that overall chip costs could fall much more quickly than if the new chips were used only in the PlayStation 3.
I think this cell market is going to be huge for RMBS. This article states we could see Cell production in the end of 2004. Some interesting comments from this article.
<<<Cell has nearly "taped out"--an industry term meaning that the chip's pen and paper design and layout have been completed. Soon these will be handed over to engineers in manufacturing, who will craft samples. Meanwhile, engineers have been testing various sub-elements of the processor, both separately and together, before the manufacturing unit connects them inside actual Cell chips. At this rate, commercial production of Cell could come as soon as the end of 2004.
While details remain vague, Cell will differ from existing microprocessors in that it will have multiple personalities. The chip will not only perform the heavy computational tasks required for graphics, but it also will contain circuitry to handle high-bandwidth communication and to run multiple devices, sources say.
Ultimately, Cell will provide a "much more interactive way of delivering content, including advertising, sports and entertainment such as video," to a wide range of Internet-ready devices, said Jim Kahle, director of broadband processor technology and a research Fellow at IBM.>>>
More than games
So far the chip triumvirate of IBM, Sony and Toshiba, which pledged $400 million to the project and sent engineers to a joint development center located in Austin, Texas, has been short on details of how Cell could benefit each company.
The processor has always been associated with Sony's PlayStation 3 and peer-to-peer computing, but will do more than allow players to battle opposing characters in multiplayer Internet games, Kahle said.
But Cell will go "beyond gaming to just entertainment in general," Kahle said.
From his own analysis, Doherty believes Cell will create a new extensible computing platform. A set-top box containing a Cell chip could, for example, combine to share processing power with a Cell-powered high-definition television to render the graphics of an animated movie.
"It's like a beehive--cell components can also be ganged together," he said.
This ability to change rapidly between states will make devices more flexible, but also give the living room a big boost in computing power when devices interact, making for much livelier games, movies and other entertainment-related experiences.
While Cell will provide a lot of PlayStation 3 opportunity for Sony, what will IBM and Toshiba get out of it?
For IBM, Cell represents a technology showcase. The new chip will not only illustrate IBM's design prowess, but it will also display the company's manufacturing expertise. IBM will use its bag of chipmaking tricks, including silicon-on-insulator (SOI) processes and low capacitance dielectrics, to mint Cell.
Analysts say it's not as clear what Toshiba will get from Cell. The company could also use Cell to create new consumer devices such as high-definition televisions. Or, it could use Cell in its components business; Toshiba sells a wide range of components for set-top boxes and other consumer electronics products.
IBM is expected to begin manufacturing Cell as soon as 2004 or possibly early 2005. But as with many other details about the chip, Kahle will confirm only that the Cell project is on track to meet it's a 2005 introduction, which was set forth at its initial announcement.
This is an interview with IBM Product Director, about IBM commitment on PowerPC product family. One question was asked to him about the Cell project. This was in june of 2002.
<<<TGw3: Can you tell us how the Cell project with Sony and Toshiba is going, and what applications Cell is intended for?
Lisa: The Cell project is going well. Right now, there are more than 300 members on the team from Sony, Toshiba, and IBM, primarily based in Austin and Rochester. The team is very focused; it's great to see so much energy. We're still exploring all the applications of the "Cell" processor. Although everyone thinks about game machines, we're looking to expand into edge servers, home servers and multimedia devices.>>>
Some more hype, but what the heck. It sure sounds good and could be a great revenue source for RMBS for a very long time if IBM, Sony, and Toshiba are successful. Looks like the big three have been working on this for a few years already.
"The processor platform that people have only been able to imagine is now going to become a reality," said Ken Kutaragi, president and CEO of SCEI. "The new broadband processor, code-named Cell, that we are going to create, will raise the curtain on a new era in high-speed, network-based computing. With built-in broadband connectivity, microprocessors that currently exist as individual islands will be more closely linked, making a network of systems act more as one, unified `supersystem.' Just as biological cells in the body unite to form complete physical systems, Cell-based electronic products of all types will form the building blocks of larger systems. SCEI, IBM and Toshiba are mapping out the future of broadband computing."
"We're defining the next era of computing, providing the technology that will bring computer intelligence and network access to a wide array of consumer electronics," said Dr. John Kelly, senior vice president and group executive for the IBM Technology Group. "As a result, IBM's advanced chip technologies are in more demand than ever. We expect a considerable portion of our new, state-of-the-art 300 mm wafer manufacturing facility in Fishkill, N.Y. to be dedicated to this product."
Yasuo Morimoto, company president and CEO of Toshiba Corporation's Semiconductor Company said, "We are very excited by this opportunity to bring all the expertise and leading-edge technologies we have gained in the development of a wide range of system LSIs for consumer applications and to contribute to this next-generation solution. We believe that bringing our highly sophisticated system LSI technology together in cooperation with IBM and SCEI will allow us to create the innovative microprocessor required by the fast-emerging market in broadband networks, and help us establish a leading position in the future digital consumer market."
The expansion of ultra high-speed broadband networks, coupled with advancements in semiconductor technology, is making possible a whole new range of products and services that use the Internet as a source of entertainment, information and communication. These new chips from SCEI, IBM and Toshiba will enable global communication through the broadband network.
Anyone know anything about this?
<<<The Cell's compression engine, for example, will use a multi-processor engine to reconstruct missing pixels or other missing features due to glitches in a streaming game or video. IBM will also produce the Cell processor using its 0.10-micron process in East Fishkill, N.Y. and SOI technology.
Additionally, the Cell's architecture is likely to replace the traditional game console graphics processor model on which the Xbox, which uses Nvidia Corp.'s processor, and the GameCube, based on ATI Technologies Inc.'s graphics engine, are based.
"They are redefining the graphics engine. The PS3 will not have a graphics engine as we know it," said Richard Doherty, an analyst for Envisioneering, Seaford, N.Y. "It will not resemble the PowerPC [CPU model] that the GameCube has, either."
Additionally, the PS3, as well as other applications that will use the Cell, will take advantage of the CPU's "self healing" capability. "Self-healing computers will be programmed not to go down," Doherty said. "Bus and processor areas are automatically corrected using a new meshed era redundancy technology.">>>
This is just the initial market estimate, wait to the cell really gets moving.
<<<Sony is going to use the Cell processor in its Playstation 3 console, slated for a release in 2004 or 2005. But as the initial value of the agreement between IBM, Sony and Toshiba has been projected to be between $2 and $ 4 billion, the three companies clearly have other uses for the processor in mind. Designed to process information at supercomputer speeds and handle broadband communications, Cell could be used in multimedia computers and enterprise environments as well.>>>
Printed Hagers sales and earning projections..If he is 25% correct Rambus is a screaming buy !! Also no one has ever taken into account of a real economic tutnaround after this war stuff is over ( if it ever really is ) with an actual chip shortage bringing back prices to 1999 levels.