Actually the article is more than a year old. It was in
response to someone who said that Intel had not stated
that Rambus would be their future technology about a year
As far as the price of the stock, I have no idea where it's
going in the short term, no one does, however in the next
couple of quarters if all goes well it could really take off.
Don't let the short sellers on the board phase you. One
positive anouncement from Intel about rolling out RDRAM
chip sets and you won't hear from them anymore. On the other
hand if Intel delays implementation, then the price will stay
weak for awhile. I'd say the future looks bright. I've been
accumulating the stock in the 30s and 40s.
This release is over 3 mos old and the stock has declined rather steadily since. Any thoughts? Just semi conductor stocks in general and SE Asia? I just bought in yesterday after being out since last Aug. or September when I bought at 55 and sold just a month later at 80 (usually my stocks never rise that fast, I got scared). Just a note: usually my decision to buy signals a decline often of 10% or greater.:-)
December 16, 1996, TechWeb News
Joint effort seeks 1.6-Gbyte interface --
Rambus DRAM gets Intel boost
By David Lammers and Ron Wilson
San Mateo, Calif. - Claiming there is "a need for industry leadership" in
DRAM interface specifications, Intel Corp. confirmed last week that it is
working with Rambus Inc. to develop a 1.6-Gbyte/second DRAM
main-memory interface for personal computers. The effort, which will
compete directly against the industry-standard synchronous DRAM and
separate SyncLink DRAM road maps, is intended to satisfy by early 1999
what the chip giant has called "the insatiable need for memory bandwidth"
(see Nov. 11, page 1)
Intel's decision ensures that an extension of the Rambus architecture will be
the dominant main memory in the PC market at the 64-Mbit density and
beyond. Intel and Rambus (Mountain View, Calif.) have signed a
co-development contract and engineers from both companies have begun to
work together to extend the Rambus DRAM (RDRAM) from today's
500-to-600-MHz performance to a "ballpark" of 1.6 Gbytes/s by 1999.
Moreover, Intel is confident that the Rambus architecture can hit much faster
speeds in the five years beyond that, said Peter MacWilliams, an Intel fellow
who concentrates on system-architecture issues.
While Intel's decision still leaves DRAM manufacturers with the task of
increasing density and boosting internal circuit performance, it also means that
the responsibility for defining the critical DRAM interface has been yanked
away from the slow-moving Jedec committee structure and put in the hands
of Intel and Rambus, a company supported by venture capital with 100
employees and a suddenly lengthening list of job requisitions.
"We've decided to go the Rambus route," said Dennis Lenehan, who is
responsible for Intel's interface to the memory industry. Making the shift to
RDRAMs-and to the Advanced Graphic Port as a bridge to main
memory-will enable "arcade/workstation-quality 3-D and consumer-quality
video" on Intel-based multimedia platforms, Lenehan said.
Intel's decision to, in effect, impose an interface standard on the DRAM and
PC motherboard industries was forced, according to Lenehan. "The crux of
the problem is that we need more bandwidth and we have to start working on
a platform. We need a solution, and with the RDRAM we have a memory
technology that works, with relatively few pins," he said. "We can get to work
now on enhancements that will take us to gigabytes of bandwidth, and I think
the engineers can make it happen."
Geoff Tate, president of Rambus, said the "implications for us [of Intel's
decision] are extremely positive." Founded in 1990, Rambus has "lost money
for six and a half years" as it extended its technology through several
iterations. Tate said the Intel-Rambus extension will be the fourth iteration of
Rambus now counts seven of the largest DRAM makers and about 15 logic
vendors among its licensees. Several important memory
manufacturers-including Fujitsu, IBM Microelectronics, Micron Technology,
Mitsubishi and Texas Instruments-have yet to take out Rambus licenses. But
This is the point that a lot of investors seem to miss about
Rambus. Technological innovation is just part of the story.
The years of efforts by technology companies across a broad
spectrum to standardize and implement the technology is a
big part of Rambus's advantage now. In this context, aside
from possibly sharing the PC market with SDRAM for a period of
time, Rambus has no competition. In simple terms, this will
not be a Betamax vs VHS story, because Rambus has the
technology and marketplace acceptance to make it preeminent,
at least for a period of time. Long enough for the stock
price to really take off.
What a joke. Apparently you've decided you have to be rude to
communicate and chose to reply to someone who actually posted
an intelligent message. Check out WWW.RAMBUS.COM and read the
news articles so you at least have some idea of what the subject
you sound too pretty to be talking stock stuff. How about a date? Let me know - I love you!
By the way, in response to your stupid #$%$ question-intel has many competitors too but none come close so of course RMBS has competitors but they can't touch RMBS's technology!
I look forward to meeting you
Well, you technological god, please refer me to Intel's statement "about one year ago." Was this published, or just
whispered to you. Technology, my naive puppy, does leap-frog and Rambinski's exploits, curious 7 years ago, are by now nearly passe.
Are you so childish as to think that no one else is paralleling Rambus, cautiously developing strikingly similar (or better)
(even pirated, in spite of confidentiality agreements)technology. Surely not the same, to avoid patent infringement, but that
difference can be so small as to be technologically non-existent. Wake up! I'm amazed at your linear thinking, but then, in my teens, I
guess I was no different