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If you got in shortly after the open you are very very happy FOR NOW.

I do not mean to scare you but this baby is volatile.
Hold on to your hat. The ride will have many many ups and downs IMHO.

Ruling expected in June by ITC on suit against Hitachi.
Rambus 4/1 split means they are very very confident.
Listen to Intel's conference call today. Intel is confident as well.

Highlights

The company said during its analyst meeting that its low-end single-chip Timna processor will be available in speeds of 600MHz or greater when it's released. Likewise, the high-end Willamette, is slated to launch in speeds of 1.4GHz. Both are expected to be on the market in time for the "peak selling season" in 2000.

http://cbs.marketwatch.com/archive/20000427/news/current/intc.htx?source=blq/yhoo&dist=yhoo

Look at http://www.toshiba.com/taec/components/Generic/WP_memory.shtml for an admittedly biased viewpoint of RDRAM vs DDRAM. Still like the value chain of Rambus regardless!

Also check this out:
SwitchCore Announces the World's first 16-port Gigabit Ethernet Switch Chip Delivering 24 Million Packets Per Second Plus Wire-Speed QoS
Story Filed: Thursday, April 27, 2000 11:23 AM EST

LUND, Sweden and SAN JOSE, Calif., Apr 27, 2000 (BUSINESS WIRE) --

New switching/routing silicon family
enables growth in broadband applications
SwitchCore, a developer of Gigabit Ethernet semiconductor technology, today unveiled its wire-speed-performance CXE product family, including the world's first 16-port Gigabit Ethernet switch. Ready for integration into data communications infrastructure equipment, the performance-optimized, single-chip CXE architecture combines full wire-speed Gigabit packet routing with hardware traffic differentiation, enabling broadband applications that require both Gigabit speeds and Quality of Service (QoS). In addition to L2 and L3 unicast support, CXE-based routers and switches administer full wire speed L2 and IP multicast support, eliminating the limitations that have historically held back consumer broadcast and streaming media applications.

"These network engines will deliver the performance and quality of service required by the market to remove the network bottlenecks at a system cost that will allow the rapid deployment of Gigabit Ethernet," says Per Andersson, president and CEO of SwitchCore.

Analyst Assessment
"The fastest growing revenue segment of the LAN marketplace is Gigabit Ethernet, which in large part is being driven by the advances in silicon design and availability in 2000," said IdaRose Sylvester of Dataquest/Gartner. "The 90% increase in port shipments we expect between 2000 and 2001 is being accelerated by concurrent demand for greater bandwidth and the availability of advanced merchant silicon solutions."

Product Overview
The first three products offered in the CXE family are the CXE-16, a 16-port GE Switch/Router, the CXE-1000, a 4-port Gigabit and 24-port Fast Ethernet Switch/Router, and the CXE-5000, a Multi-protocol high performance CAM (Content Addressable Memory). This union of hardware solutions with an ANSI C compliant software interface accelerates time-to-market and increases the cost-effectiveness of networking solutions that require wire-speed, Quality of Service and intelligent Gigabit Ethernet switching and routing. Server farms, campus backbones, and enterprise networks are among the suitable applications.

CXE-16: 16-port Gigabit Ethernet L2/L3/L4 Switch / Router

SwitchCore's CXE-16 is the industry's first single-chip solution for Layer 2, 3 and 4 Gigabit Ethernet switching, with 16 Gigabit Ethernet ports. With a throughput of 24 Million packets per second, the CXE-16 offers wire-speed QoS including classification, prioritization and guaranteed bandwidth. Other features are 802.3ad Link Aggregation, Port Mirroring, 802.1Q VLANs, Spanning Tree, Broadcast Storm Control, 802.3x Flow Control, SMON, RMON and SNMP support. The CXE-16 is well-suited for stand-alone switches and routers as well as modular solutions and backplane applications.

CXE-1000: 4-port Gigabit and 24-port Fast Ethernet L2/L3/L4 Switch / Router

The CXE-1000 is a Layer 2, 3 and 4 switch with 24 Fast Ethernet ports and 4 Gigabit Ethernet ports. It has a throughput of 9.6 Million packets per second offering the same wire-speed features as the CXE-16. The CXE-1000 is designed for stand-alone switching as well as high performance non-blocking scalable network solutions.

CXE-5000: High Performance Content Addressable Memory

The CXE-5000 is a multi-protocol CAM designed to execute ultra-high speed address look-ups. It can sustain a rate of 75M lookups per second with a pipelined latency of 3 clock cycles. Each CAM entry has an on-chip 64-80 bit wide result field capable of providing information such as egress port, destination address, VLAN identifier and packet prioritization. The CXE-5000 interfaces gluelessly to the CXE switches and, with them, is scalable to 224K entries. The CXE-5000 can also scale up to 992K entries in other applications.

Shared Memory Architecture
The heart of the SwitchCore's CXE Gigabit Ethernet silicon technology is a powerful shared memory architecture combined with the single chip implementation of that includes MACs, CAMs, buffers and switching engine. Sharing memory across a CXE-based system facilitates efficient use of resources and true output queuing with no Head of Line blocking. On-chip buffering enables non-blocked switching of 24 million Ethernet packets per second without expanding to off-chip overflow buffering. The chip supports external overflow buffering via a glueless interface to Rambus memory. The CXE implementation ensures guaranteed bandwidth by prioritizing packet forwarding and providing intelligent management of on-chip versus off-chip memory buffering.

The Wire-Speed QoS Engine
New demands from network applications, users, and providers include wire-speed Quality of Service (QoS) They require the sharing of resources and bandwidth in a deterministic, controlled way, with limits on traffic latency and jitter. Despite different types of traffic being integrated over the same media, wire-speed QoS guarantees that critical network services are maintained while the available bandwidth is used to its full potential.

"What sets the CXE product family apart from other networking solutions available today is the ability to provide these solutions at wire-speed, without the need for slow processor intervention," said Kurt Busch, president of SwitchCore Corporation. With the advanced bandwidth management features of the CXE-16 and CXE-1000 it is possible to reserve, limit and distribute bandwidth to users or specific applications using L2, L3 and L4 information. Bandwidth reservation mechanisms operate on 2K flow groups with 8 priority queues per port to ensure that high priority traffic is not blocked by lower priority traffic, even in congested situations. The traffic classification and bandwidth distribution functions allow converged technologies requiring preferential treatment across the network, such as VoIP and streaming media to co-exist successfully with existing data networks.

The CXE can be programmed to re-tag Type of Service (ToS or DSCP) based on the traffic classification, allowing DiffServ implementations at wire-speed. New Service Level Agreements (SLAs) based on low-level information such as packet type, VLAN ID, L2/L3 and subnet addresses and L4 port numbers become possible at wire speed and on-chip counters allow easy access to accounting capabilities.

Security and flexibility
Previously, network security was typically accompanied by decreased switching or routing performance but with the built-in wire speed firewall functions, SwitchCore's CXE-16 and CXE-1000 create a transparent security barrier without sacrificing network throughput. The CXE network engines can be programmed to accept or deny service based on the information used for classification, and to recognize Denial-of-Service attacks to ensure the best possible security management of the network.

Reference Designs
SwitchCore reduces manufacturer time to market by providing fully documented reference boards for the CXE-16 and CXE-1000. A CXE switch chip, Motorola PowerPC, PHYs and software drivers make up a reference board for ease-of-evaluation. The software drivers follow object oriented software methodology while maintaining ANSI C compliance, assisting straightforward integration with the native operating system or legacy applications. Programming in the CXE product family is focused on setting pre-defined parameters, making software development efficient and flexible without the full-scale programming effort needed for network processor implementations.

Price and Availability
The CXE-16 and CXE-1000 are sampling this quarter, with production starting in the fourth quarter of this year. Both chips come in an 836-pin EBGA package. The CXE-16 is priced at $950 each and the CXE-1000 at $450 each in quantities of 1000. The CXE-5000 CAM is sampling in the third quarter of this year, with production slated for the fourth quarter. Pricing is $100 each in quantities of 1000.

About SwitchCore
SwitchCore AB (publ) founded in 1997, designs, develops and markets integrated switching devices for Internet and data communication. SwitchCore's CXE technology, where full-custom design methodology and high-speed CMOS are used, significantly increases the performance of switches and routers. SwitchCore's first family of switching products include CXE-16, the world's first 16 port switching device for Gigabit Ethernet, with a capacity to switch up to 24 million packets per second.

The Group currently employs 70 people with offices in Lund and Stockholm, Sweden, and San Jose, California. SwitchCore's stocks are quoted on the OM Stockholm Exchange O-list under the SCOR symbol. Additional information about SwitchCore is available on the Internet at http://www.switchcore.com.

Distributed via COMTEX.

Copyright (C) 2000 Business Wire. All rights reserved.
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For a rebuttal to Tom's Hardware take a look at this.
http://www.csaresearch.com/nb0107.htm
=====================================================
Highlights of Intel's Conference call today
Highlights

The company said during its analyst meeting that its low-end single-chip Timna processor will be available in speeds of 600MHz or greater when it's released. Likewise, the high-end Willamette, is slated to launch in speeds of 1.4GHz. Both are expected to be on the market in time for the "peak selling season" in 2000.

http://cbs.marketwatch.com/archive/20000427/news/current/intc.htx?source=blq/yhoo&dist=yhoo
======================================================
Obviously WAY LONG on the BUS.
Hope this helps.







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