SI
SI
discoversearch

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 : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dave B who wrote (45030)6/19/2000 11:56:00 AM
From: Dave B  Read Replies (2) of 93625
 
A couple of thoughts for all those crying "it's no fair, Rambus is holding the memory industry hostage" and complaining about cross-licensing (and apologies if these points have already been made)...

1) Rambus is not about memory, it's about high-speed chip-to-chip communications. The memory market just happens to be the first market on which they've focused. But it's just a segment of their total market, not their be-all-and-end-all. And by not only developing the communications technologies but by providing programs for ensuring interoperability, they bring significant value to the semiconductor market as a whole.

2) It was pointed out in one of the articles posted when the Hitachi lawsuit was filed that the Japanese have screwed up by focusing their efforts on individual chip technologies, not the "system-level" technologies. This is where Rambus has focused their energies, and there's no reason they should have to give away their ideas for free.

3) As for cross-licensing, what do the memory manufacturers have that Rambus would want (since the don't build physical products)? If something ever comes up, I'll bet that Rambus will cut a deal to get whatever they need.

JM2C,

Dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News