Was ist bei Rambus los?
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| Neuester Beitrag: | 14.03.00 20:57 | von: Al Bundy | Leser gesamt: | 13.517 |
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Bei 111 $ in der Spitze schon bei 120 $ das ist ein Plus von 24 %.
Weiss vieleicht jemand wieso?
MfG
Horus
P.S. Hab sie auf die Empfehlung von Förtsch vor zwei Wochen zu 78 € gekauft!
Company Press Release
Rambus Announces High-Volume Manufacturing of Validated RDRAMs, RIMM Modules, and RIMM Module PCBs
Manufacturers Continue to Increase Production Volumes to Meet Demand
PALM SPRINGS, Calif.--(BUSINESS WIRE)--Feb. 14, 2000--Rambus Inc. (Nasdaq:RMBS - news) today announced validated RDRAM® devices, RIMM(TM) modules, and RIMM module PCBs are in high-volume manufacturing.
Leading manufacturers continue to increase production volumes to meet the growing demand for Rambus® components which are used in high performance desktop PCs, gaming consoles, communication products and more. Additionally, several partners announced results of cost-reduction and channel distribution programs, which are current focuses of the Rambus industry.
``Rambus and the industry have been working very hard to get additional component manufacturers ramped and in high-volume production,'' said Avo Kanadjian, vice president of worldwide marketing at Rambus Inc. ``We believe that with multiple RDRAM manufacturers on board, the industry demand for RDRAM devices will be more easily satisfied while helping to reduce the cost of devices. We appreciate the tremendous efforts our partners have gone through to get to this point in their Rambus programs.''
``Samsung is the first volume supplier of Rambus DRAMs. Since the initial ramp, Samsung has increased its production volume to over 2 million devices per month,'' said Bob Eminian, vice president of marketing for Samsung Semiconductor Inc. ``In addition to a steep ramp, Samsung is working on cost reduction programs while at the same time sampling next generation 256Mb Rambus DRAMs.''
``Samsung has made great contributions to the design and manufacturability of RDRAMs and we're pleased to be in a position to delivery significant volumes to OEMs this quarter to enable the launch of new systems.''
``Toshiba is in mass-production of Rambus devices in support of Sony's PlayStation®2 launch and we're continuing to ramp production for the PC market,'' said Jamie Stitt, DRAM business development manager for TAEC. ``We continue our efforts in cost reduction through the Scalable by Design(TM) process enabling Toshiba to achieve excellent production efficiencies.''
``NEC has seen increasing demand from OEMs for validated Rambus devices,'' said Will Mulhern, senior marketing manager of Advanced DRAM and SRAM, NEC Electronics Inc. ``As a volume producer of RDRAM devices, NEC will help alleviate the current shortage of Rambus components by providing the industry with an additional source of validated RDRAMs and RIMM modules.''
In related news, manufacturers announced the validation of RIMM modules and the establishment of distribution channels, and suppliers of standard RIMM module PCBs have begun high-volume production.
Rambus Inc. develops and licenses high bandwidth chip connection technologies to enhance the performance of computers, consumer electronics and communications products. Current Rambus-based computers supported by Intel chipsets include Dell, Compaq, Hewlett-Packard, and IBM PCs and workstations. Sony has announced that its next generation PlayStation®2 video game system uses Rambus memory. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC controller manufacturers. Currently, eight of the world's top-10 semiconductor companies license Rambus technology. More information on Rambus Inc. and its high bandwidth technologies is available at http://www.rambus.com.
Note to Editors: Rambus and RDRAM are registered trademarks of Rambus Inc. RIMM is a trademark of Rambus Inc. All other brand or product names may be trademarks or registered trademarks of their respective companies
By Bloomberg News
Special to CNET News.com
February 15, 2000, 7:00 a.m. PT
MOUNTAIN VIEW, Calif.--Rambus shares rose almost 16 percent on expectations that Intel will reaffirm its support for the developer of chip technology at a conference that begins today, an analyst said.
RMBS 127.00 +15.56
Shares of Rambus, based here, climbed $17.56, or about 16 percent, to $129 this morning. The shares have risen 46 percent in the past week.
Intel, the giant chipmaker, is expected to make positive comments about Rambus' technology at the Intel Developer's Forum, said Mark Edelstone, an analyst at Morgan Stanley Dean Witter. The three-day conference in Palm Springs, Calif., will feature speeches by chairman Andrew Grove as well as other Intel executives including Albert Yu, Paul Otellini and Mark Christensen.
Rambus' memory-chip standard was used in Intel's 820 chipset that was released in November. Santa Clara, Calif.-based Intel is using Rambus' technology in its race against Advanced Micro Devices and others to get ever-faster chips onto the market.
The expectation of positive comments has led to "short-covering" in Rambus' stock, helping to drive the price higher, Edelstone said.
Shares of Intel rose $4 to $109.88 yesterday. They've risen 74 percent in the last year.
Copyright 2000, Bloomberg L.P. All rights reserved.
(Adds comments, closing stock price)
PALO ALTO, Calif., Feb 15 (Reuters) - Shares of Rambus Inc. (NasdaqNM:RMBS - news), a maker of computer memory technology that speeds performance, surged for a second day after the company said chips using its technology are being produced in large numbers.
Rambus said late on Monday that manufacturers are making a larger number of Rambus components that are used in high-performance desktop personal computers, gaming consoles, communication products and other electronic devices.
Rambus stock rose 40-19/64 to a record 151-47/64 in Nasdaq trading. The stock has more than doubled from a year-low of $51.50.
Production of the chips had been delayed last year after one major client discovered glitches.
``Rambus and the industry have been working very hard to get additional component manufacturers ramped and in high-volume production,'' said Avo Kanadjian, head of marketing for Rambus in a statement.
Samsung , the world's fourth-largest semiconductor maker, is the first big producer of Rambus DRAMs, or dynamic random access memory chips, which are most widely used in PCs. Already, Samsung has boosted production to 2 million devices a month, Samsung said.
At the Intel Developer in Palm Springs, Calif., Intel executives voiced continued support for Rambus's memory- enhancing technology, which initially caused a delay in shipments of Intel's chip sets for its new Pentium III chips, because of a technical glitch.
``In the first quarter, over two million 820 chip sets were shipped into the marketplace,'' said Pat Gelsinger, vice president and general manager of desktop products group, referring to Intel's chip set that uses Rambus's RDRAM technology. ``Now industry support is rallying around RDRAM.''
Gelsinger also said that RDRAM is also being optimized to run with Intel's upcoming chip, code-named Willamette, which is expected sometime in the second half of this year.
NEC Corp., the world's second-biggest chipmaker, and Toshiba Corp., the No. 3 chipmaker, are also boosting production and seeing strong demand, the companies said. Intel Corp.(NasdaqNM:INTC - news), the biggest chipmaker, is also shipping a chipset that uses the Rambus technology.
On Monday, Dell Computer Corp.(NasdaqNM:DELL - news), the world's No. 2 PC maker, said its first PC using the long-awaited memory-chip technology, was available. The Rambus DRAMs, known as RDRAMS, had been delayed in the fall after Intel discovered several glitches in them.
Last Trade
11:24AM · 150 Change
-1 47/64 (-1.14%) Prev Cls 151 47/64
Volume 2,981,300
Chance laut Langfristchart bis ca 200 $, aber aufpassen, da sehr volatil.
Ich sehe es gelassen in 2-3 Jahren bei 800-1200 $ (Konservativ bis spekulativ.
Durch die neue Prozessorgeneration > 1Ghz MÜSSEN Rambus Bausteine verwendet werden. ---> Monopolstellung
Al grüßt
INTC
RMBS
113
301 5/8
+5/8
+60 5/8
delayed 20 mins - disclaimer
Tuesday February 29, 8:16 pm Eastern Time
FOCUS-Rambus's memory chip customers producing, stock soars
SAN FRANCISCO, Feb 29 (Reuters) - Rambus Inc.(NasdaqNM:RMBS - news) announced that two more memory chip companies are producing chips based on its memory-enhancing technology in volume, fueling a 25 percent surge in its rebounding stock on Tuesday.
Shares of the Mountain View, Calif.-based chip designer soared 60-5/8 to close at 301-5/8, a record high for the company that develops a chip connection technology used to speed up the performance of computers and communications products. Its shares had previously traded at a 52-week low of 51-1/2.
Rambus said that two big memory chip manufacturers, Korea's Hyundai Corp. and Siemens AG spinoff Infineon Technologies (NYSE:IFO - news), soon to be floated on the U.S. market, will begin volume production of its chips after completing component and system level validation tests.
Rambus said these companies will join Samsung Electronics Co Ltd , NEC Corp. and Toshiba Corp. , who are all beginning volume production of Rambus memory products. Rambus said these five manufacturers are expected to deliver more than ten million RDRAM (Rambus Dynamic Random Access Memory) devices by the end of this quarter.
``The market seems to have gone gaga over that,'' said Nathan Brookwood, principal analyst at Insight 64, a semiconductor consulting firm in Saratoga, Calif. ``This (ten million units) is a veritable drop in the bucket compared with the total worldwide memory chip market of 500 million units...But it's a start.''
Rambus's shares began their recent tear a few weeks ago during Intel Corp.'s (NasdaqNM:INTC - news) Developer Forum, where the world's largest chip maker voiced its continued support of the RDRAM technology, which is used in some of Intel's high-end chip sets that accompany some versions of its Pentium III processors.
Rambus shares were under a cloud last year, when a technical glitch delayed the launch of the Intel chip sets last September, the first products to implement Rambus's memory enhancing technology. RDRAM allows a computer's memory to keep pace with faster generations of microprocssors, controllers and graphics.
Analysts also noted that Rambus's stock has been popular among short-sellers, who buy a stock on margin in anticipation that its shares will fall, and they attributed some of Tuesday's jump to short sellers covering their positions.
According to the NASDAQ, the short interest in Rambus in the month of February was 8.8 million shares, out of a total of 25.2 million diluted shares outstanding, as of the company's last earnings report in January.
Runaway Rambus
By Phil Harvey
Redherring.com, February 29, 2000
If you had said Rambus (Nasdaq: RMBS) was a $300 stock a month ago, you would have been tossed in a padded cell. But that's just where the computer memory designer is headed -- with no end in sight.
Most investors bailed on Rambus in September, after Intel (Nasdaq: INTC) had problems implementing Rambus DRAM (RDRAM) in a chip set. They drove the stock as low as $51.50. But since then, Intel has fixed the glitches and reaffirmed its support of Rambus, driving the company's shares into the stratosphere. Tuesday Rambus announced that five DRAM suppliers are in volume production with its memory design, pushing its stock up as high as $303 in early trading, up 26 percent from its Monday close of $241. The stock is up more than 300 percent since January.
"What's happening is that Rambus has had so many disbelieve ... and now you have people looking on it as a real company," says Mark Edelstone, senior semiconductor analyst for Morgan Stanley Dean Witter (Nasdaq: MWD), who's been one of Rambus's most consistent supporters.
Redherring.com was one of the few stalwarts to declare in September that investors overreacted to news that Intel delayed its Rambus-enhanced 820 chip set and that Rambus was a strong long-term play.
If Rambus executives are surprised by the turn of events, they certainly aren't showing it. At an investor conference on Monday, Rambus chief financial officer Gary Harmon said that the company expects that in two years, more than half of the DRAMs being made will use its technology. That would make Rambus, which posted revenue of $43.4 million last year, a $300 million company by 2002, according to analysts' estimates.
AIM HIGH
At the Robertson Stephens conference in San Francisco, Mr. Harmon concurred with growth projections from market researchers Dataquest and Cahners In-Stat. Dataquest projects that Rambus sales will account for 16 percent of total DRAM revenues of $30 billion this year. It expects Rambus's market share to soar to 53.3 percent of the $63.1 billion market in 2002.
For those projections to come true, Intel must continue to support Rambus's technology over alternatives. Intel, which has a financial interest in Rambus, continues to persuade memory manufacturers to shift from making chip sets using SDRAMs, the memory used in most PCs today. Rather, it wants them to use Rambus's DRAM (RDRAM), which costs more to make but helps computer systems get the most out of today's fastest microprocessors.
The shift to RDRAMs is expensive for memory makers because Rambus DRAMS (RDRAMs) require a chip set that's not compatible with widely made SDRAM chip sets. This means memory makers need to spend hundreds of millions of dollars per company on assembly and testing equipment that's exclusive to Rambus memory. Additionally, memory makers have to pay Rambus an estimated royalty of at least 1 percent for each chip sold, according to a chip analyst who asked not to be named.
PAINKILLERS
To help ease the pain, Intel has invested millions of dollars in memory manufacturers, including $250 million in Infineon, $400 million in Micron (NYSE: MU), and $100 million in Samsung, for RDRAM development.
At least five DRAM makers aren't blanching at the cost of making RDRAMs. Rambus announced Tuesday that two more manufacturers -- Hyundai Hyundai and Infineon Technologies -- had "passed component and system level validation tests," and that they would join Samsung, NEC (Nasdaq: NIPNY), and Toshiba in volume production of RDRAM.
Steve Cullen, principal memory analyst at Cahners In-Stat Group, predicts that by the end of the year Micron Technology also will be on board. That list is likely to keep growing. At its developers' forum earlier this month, Intel said it's choosing RDRAM over SDRAMs and Double Data Rate SDRAMs (or DDRs) for chip sets for mobile computers, workstations, and desktop PCs. Rambus executives have been reiterating Intel's position to anyone who'll listen since Intel made the statement.
"To put this in perspective, desktop PCs, mobile computers, and workstations account for about 60 percent or more of all DRAM sales," Rambus CEO Geoff Tate said during a conference call last Thursday. "The server market accounts for perhaps 10 percent of DRAM sales, and that's where Intel sees a niche," he said.
Even with all its chest-thumping, Rambus has yet to see its technology reproduced in volume. "Part of the reason [Intel and Rambus] make so much noise is to encourage vendors to get into the business," says Sherry Garber, a senior vice president with Semico Research in Phoenix. "This drives costs down as more units are produced, and Rambus gets royalties regardless."
Even with the renewed support from Intel and Rambus's soaring stock price, some investors are lining up to bet against Rambus. Earlier this month, short-sellers accounted for about half of the Rambus shares available. The spike in the stock price Monday drove some of the shorts running to cover their bets, says Mr. Edelstone of Morgan Stanley.
BAD MEMORIES
It's understandable why there's so much skepticism about Rambus. Remember the trashing Rambus took after Intel's famously inept public relations performance when releasing its 820 chip set? The 820, the first to use Rambus's memory-enhancing technology, was slated for delivery to PC makers at the end of September 1999. It didn't make it out the door until two months later due to "platform integration issues," Intel said.
The bigger problem at that time was, as Mr. Cullen puts it, that Intel "trotted it out at a time when Rambus was nice to have, but not necessary." When Intel ships its next generation, code-named Willamette, during the second half of this year, the company hopes things will go much more smoothly. Willamette's clock speed of more than 1 GHz and its move from a 133 MHz system bus to a 400 MHz system bus will make Rambus's high-speed memory all the more important for that chip set. At its developer's forum, Intel positioned that chip set as the top choice for PCs used in high-bandwidth homes.
Noteworthy, too, is the opportunity that Advanced Micro Devices (NYSE: AMD) (AMD) has to push PC systems running its high-speed chips between now and the time Willamette comes to market. AMD, also a licensee of Rambus's technology, isn't yet making RDRAM chip sets and may do well to wait for RDRAMs to become more ubiquitous before attempting such a costly change in memory technologies. "Why risk using Rambus when things are going so smoothly for [AMD] right now?" asks In-Stat's Mr. Cullen.
If Rambus continues to ascend, it doesn't mean that SDRAMs and DDRs will cease to exist. "It's a revolutionary technology, and there's a long learning curve involved," Ms. Garber says. "We believe Rambus has a place in the market, but that SDRAM will be the mainstay for a long time."
However, Rambus's support from so many large memory manufacturers could mean that SDRAMs become a boutique product, making them slightly more expensive than RDRAMs in a few years. Once RDRAM prices fall and volumes rise, manufacturers may start using them for things that don't require much power, such as telephone answering machines, Dataquest's Jim Handy says.
Analysts agree that it will be a couple of years, at the very least, before RDRAMs begin to penetrate the low-end PC market or get cheap enough to be used in commodity consumer electronics.
Long-term, Rambus plans to apply its technology to other markets, such as trying to solve chip-to-memory bandwidth issues in the networking equipment space. Considering that 10-year-old Rambus took this long to get its RDRAM technology to market, don't look for those new products anytime soon.
Hyundai und Infineon wollen künftig Speicherchips in Rambus-Technik fertigen. Damit gibt es mittlerweile fünf Hersteller, die das umstrittene Rambus-DRAM (RDRAM) der Firma Rambus produzieren. Nach Einschätzung von Firmenvertretern werden alle zusammen bis zum Quartalsende 10 Millionen RDRAM-Chips ausliefern.
Rambus-Speicher ist für den Einsatz in Hochleistungs-PCs von Intel konzipiert. Nach seiner Markteinführung im Herbst letzten Jahres hatte die Speichertechnik wegen massiver Lieferverzögerungen von Intel-Chipsätzen Schlagzeilen gemacht - Schuld daran war allerdings Intel. Kritiker behaupten jedoch auch, dass das billigere Dobule Data DRAM mehr Leistung bringt als das angeblich so schnelle Rambus.
Seit Anfang des Jahres geht es aber wieder aufwärts mit Rambus. So entschied sich Sony, die Speichertechnik in seiner Spielekonsole Playstation2 einzusetzen, die nächste Woche in Japan Premiere feiert. Und Intel will für seinen kommenden PC-Prozessor Willamette Chipsätze auf Rambus-Basis fertigen.
PC-133 128 MB: DM 258.-
RIMM-800 128 MB: DM 1598.-
(bei SCHIWI)
Dabei ist RIMM-800 natürlich nicht 6Mal schneller als PC-133 ;-))
OK, daß mittlerweile mehrere Speicherfirmen jetzt RIMMs produzieren wollen, ist eine gute Nachricht, das gebe ich zu!
tobby
Sind übrigens schon am fallen. Geb gerne aktuelle Preise durch.
Gruss, bilbo
Ich stimme Euch zu, WENN sich RAMBUS so wie geplant durchsetzt, wird das ein Knaller...
Ich wünsche Euch viel Erfolg mit der Aktie!
tobby
bilbo: An tobby: Wenn es bis dahin keine Neuerungen mehr gibt, wird einfach wieder verkauft.
04.03.00 19:17
SD-RAM wirds noch länger geben.
RAMBUS wird sich bei Massenproduktion mindestens 4 Jahre halten.
Wenn neue Speicher kommen (Zyklen werden immer kürzer) wird wohl hoffentlich auch Rambus dabeisein. Ich kann mir nicht vorstellen, dass die nicht weiterentwickeln.
Bin dabei, und wenn die durchbrechen geb ich so schnell auch nichts ab.
Gruss, bilbo
und da noch nicht einmal intel imstande ist eine alternative zu entwikeln
wird rambus für die nächsten jahre standard sein!
in den staaten wird schon über nen split 1-4 oder 1-5 diskutiert
über 1k dieses jahr!
Al grüßt
Company Press Release
Rambus DRAM Supply Boosted By NEC
NEC Corporation Reaches Milestone in RDRAM and RIMM Module Shipments to PC OEMs
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--March 14, 2000--Rambus Inc. (NASDAQ:RMBS - news) today announced NEC Corporation has reached milestones in shipments to PC OEMs in its RDRAM® and RIMM(TM) module program. These shipment milestones qualify the company for stock warrants from Rambus Inc. NEC is able to purchase 30,000 Rambus shares below market price.
``NEC will aggressively ramp up its Rambus production to be a leader in the industry. We are very pleased to have met the milestones for this award,'' said Kenji Tokuyama, vice president and executive general manager, LSI Memory Operations Unit of NEC Corporation. ``Demand from OEMs for Rambus-based devices has been extremely strong and we expect it to continue. As a validated supplier, NEC will help to provide the industry with the much-needed additional source of validated Rambus components.''
``NEC has achieved the goal of shipping validated Rambus DRAM devices and RIMM modules in production quantities to leading OEMs,'' said Avo Kanadjian, vice president, worldwide marketing at Rambus Inc. ``NEC is helping to alleviate the current shortage of Rambus devices and modules and is enabling OEMs to meet the high demand for Rambus-based desktop PCs and workstations.''
NEC is the third and final recipient of Phase 1 of the Rambus DRAM incentive program initiated last year.
About NEC Corporation
NEC Corporation (NASDAQ:NIPNY - news) pioneered the concept of C&C, the integration of Computers and Communications, and is the only company in the world to be counted among top ranking corporations spanning the wide range of fields essential for this vision of multimedia: computers, communications and electron devices. Employing in excess of 150,000 people around the world, NEC saw net sales in fiscal year 1998-99 amount to 4,759 billion yen (approx. US$40 billion). For further information visit our home page at: http://www.nec-global.com
About Rambus Inc.
Rambus Inc. develops and licenses high bandwidth chip connection technologies to enhance the performance of computers, consumer electronics and communications products. Current Rambus-based computers supported by Intel chipsets include Dell, Compaq, Hewlett-Packard, and IBM PCs and workstations. Sony has announced that its next generation PlayStation®2 video game system uses Rambus memory. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC controller manufacturers. Currently, eight of the world's top-10 semiconductor companies license Rambus technology. More information on Rambus Inc. and its high bandwidth technologies is available at http://www.rambus.com/.
Rambus and RDRAM are registered trademarks of Rambus Inc. RIMM is a trademark of Rambus Inc.
Gibts aktuell neue Gewinnschätzungen?
Meine Daten:
2000 0.6$
2001 1.8$
Und wieviel Stück hast Du (noch)?
Nachzukaufen traue ich mich aber auch nicht mehr.
Bei den Analysten ist es merkwürdig ruhig. Die können entweder die Situation noch nicht einschätzen, oder müssen Ihre Shortpositionen glattstellen.
Wenn das passiert ist kommen sie plötzlich raus unsd sagen: Kaufen.
Hier die letzten Stimmen der Analysten:
BancBoston RS 18.10.1999/10:27
Rambus herabgestuft
BancBoston RS 28.09.1999
Rambus langfristig interessant
Morgan Stanley 28.09.1999
Rambus herabgestuft
AC Research 16.07.1999
Rambus Kursziel $185
Hambrecht & Quist 16.07.1999
Rambus übertrifft Prognosen
AC Research 30.06.1999
Rambus Kursziel $180
Hier die letzten Zahlen von Onvista:
Fund. Kennzahlen 1999 2000 2001
Ergebnis/Aktie (in EUR) 0,32 0,62 1,91
KGV 217,52 706,42 229,98
Cash-Flow/Aktie (in EUR) 0,33 1,28 0,00
KCV 210,72 344,60 0,00
Al grüßt