Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.35

+5.3%

Dec 19 3:59 PM EST

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To: Dave B who wrote (47471)	7/18/2000 5:39:35 PM
From: Jdaasoc	Read Replies (2) of 93625

Dave: Confernece call Tate says 3 ways RMBS's wins 1. RDRAM wins on performance. Tate talking about mostly about PS/2. RDRAM vs PC133 benchmarks tests results are skewed by no multitasking tests. Alludes to P4 64 bit 400 MHz FSB 3.2 MBit /sec bus is a good match for dual channel RDRAM of 3.2 Mbit/sec 2. Price differential. 256 MB RDRAM should reduce this differntial. 3. SDRAM licensing agreements. 85 issued patents blab blab blab, no specifics. Questions? 4 total Q. Where do they stand with other DRAM vendors RE licensing. A. It will take a while to get around to other DRAM manufacturers. They will have some additional results in the not to distant future. No information on details RE about SDRAM controllers. Q. RE Antitrust roumer A. No info. available on this roumer Q. Edelstone's placeholder asked about number of vendors involved in licensing A. end of double digit range (less than 10). Most have both logic and memory SDRAM sales; one logic only (LSI IMO). missed last call john

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