Multi,
just an optimist
As am I but Carl's conversion would be in the miracle category. Extreme low probability but not impossible.
Regarding knowing who we are dealing with here on this thread. After reading the NightOwl's latest literary effort I decided to a little dd on him and just checked out his agenda.
Start here:
Subject 4398
And then read some of his recent gems:
Message 14120045
I suppose there's as much foolishness on the "investor" side of the chip sector as there is on the business side. It looks to me like at least half of the Rambus longs were there just because INTC told them that that was where the action was. The other half are just hi-tech junkies that picked the wrong horse and are too stubborn to admit it.
The day traders have been making a ton on both of them for 2 years. I assume that anyone capable of doing a little DD of their own already knows about RMTR. But apparently many of them won't drop their money on it until they see more blue ink and less red.
Investing ain't what it used to be. Its tough to buy and hold in a market like this.
And this:
Message 14132663
In general I believe in the value of competition. In fact I adhere to the peculiar notion that the tougher the competition, the better the outcome (i.e., product) will be for those interested in that product's market.
In this case I see RMBS - hated, scum sucking beast that it is - as very likely the best thing that could have happened to RMTR in the market for DRAM.
I see RMTR as THE BEST memory IP available for addressing the need for both high bandwidth and low latency. But because EMS (or RMBS for that matter) is not part of the cross licensing major fabs in the industry it must also be recognized as an added cost for a DRAM fab no matter how good the performance may be.
If RMTR is to survive and prosper in the main memory market it has to convince Fabs, OEMS and Analysts, that they NEED the performance that ESDRAM, DDRES, and DDR2ES-Lite promise to produce.
The perception of NEED can come from any number of sources. In the case of DRDRAM this perceived "need" has obviously come from the copper plated jack boot of the semiconductor industries Borg, a/k/a, the INTEL COLLECTIVE. The Dramurai, being too smart to fall for the false promises of Miracle Memory emanating from the Rambus Romper-Room, had to be paid and threatened with legal assimilation to get their attention.
Nevertheless, through the magic of Madison Avenue and the brut power of The Borg, DRDRAM has fostered a "perception" that faster memory at "reasonable cost" is a good and "necessary" thing for the future of computing and communication. I know this is true because all the Analysts are now parroting the bandwidth is beautiful mantra.
In fact if the Borg had been able to overcome the Enterprising Vulcans and Overclocking Humans at places like Semico, In-Quest, and Tom's Hardware, RMTR may have been hoisted by its own Picard long ago. :8)
But their attack was less than overwhelming and the United Federation of JEDEC has been amassing its resources for a come back. Fortunately for us, we are now full fledged members of the JEDEC Federation and are vying with NEC for leadership of the soon to be released DDRmada. :8)
...But I am carrying this a tad too far.
Suffice to say that the seeds of "need" have been planted. And thanks to JEDEC, educators, the overclockers, and independent analysts out there the EE guys at RMTR are going to get a hearing. ...It won't be a completely fair hearing, but it will be at least sufficiently open to demonstrate that ESDRAM products are in fact the best.
And if the "need" for high speed at reasonable costs, proves to be a real requirement for main memory applications, I have no doubt that RMTR's DRAM IP will dominate.
The big question in my view is whether or not this "need" is in fact a reality and not simply more promotional "art" from INTC. If its real we are sitting in the sweet spot.
If its not, then the Fab guys will go with whatever is cheap and in demand,...and the Borg is tough to beat when it comes to creating "demand" from a bunch of junk.
And lets not ignore this:
Message 14132730
I agree with your inference that RMBS is a Johnny Come Lately in the design of DRAM memory cores.
As best I can tell (and I'm no patent expert) they have the basic patent for a gimmick bus circuit design that has no reasonable use in today's market. They have a handful of ancillary patents related to DRAM cores, but they appear to be of questionable validity and importance. But then, at least for the moment they still have some INTC support.
Conversely, RMTR has base patents in two segments of the memory market with substantial potential. They don't have INTC, but I am not too sure that's a bad thing.
INTC has clearly arrived at the point at which they have too many chiefs (with poor vision) and too much money. Its unfortunate but as far as semiconductors are concerned INTC is no longer producing valuable major innovations for the consumer. The Cash Cow has gotten too big and their motivation is predominately "milking".
Its tough to be a dairy farmer and tribal hunter at the same time. They'll find lots of good IP all right. The Cash Cow attracts IP "game" like wolves to the herd. But the quality of that IP is often too wild and wolf-like.
It usually comes with lots of teeth and fur, but very little beef. ...In some cases, it even turns out to be a sheep in wolf's clothing like RMBS
Now at least I know where he's coming from.
Barry ;) |
