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Politics : RAMTRONIAN's Cache Inn
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To: hhieslmair who wrote (7481)7/19/2000 10:06:49 PM
From: NightOwl  Read Replies (1) of 14464
 
I think you are zeroing in on the important bit HH.

The question is when volume production. RMTR has had the fastest memory products for multi-processing applications since the original EDRAM product shipped in '95 at least.

But as RMBS has shown, ones business relationships often mean more than price and performance. Now that RMBS is burning its bridges in the semiconductor arena, it can't afford a slip up on the legal front.

Its DRDRAM design is simply not the best solution for high speed multi-processing, and its price premium is upwards of 100 percent the cost of RMTR's HSDRAM. If RMBS loses any of the battles to come over its IP claims for SDRAM/DDR it will have all it can do to remain afloat. But even if it wins in those fights, and even assuming that RMTR has to pay a 1 percent royalty DRDRAM will still be 99 percent more expensive and less capable.

But in the end if OEMs like Dell have clients who a dumb enough to pay the cost of DRDRAM systems for low performance it really won't matter what RMTR designs can do or at what price.

Another major issue yet to be resolved is which way INTC is going to jump. It is clear that they have bound themselves to RMBS and have to be forced to allow competition onto their system boards. But it is getting close to fish or cut bait for them. Internally they must know that RMBS is a dog technically. But I suspect they will have to be threatened with being drug into an anti trust action by some one before they will break with RMBS completely.

I am betting that will happen, but we won't know for sure until this Advanced Memory Technology group they started picks a successor to DDR for the new memory standard. RMTR has proposed a DDR-II design to this group. If it is selected as a new standard for 2003 and beyond RMTR shares will become the new RMBS. ...I hope.

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