Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: jim kelley who wrote (48614)	8/1/2000 2:32:51 PM
From: NightOwl	Read Replies (2) of 93625

I guess RMTR is relying on JEDEC in their attempt to get their DRAM cache technology incorporated into the DRAM's of the future. This is not incompatible with the RDRAM patents in and of itself. Using the cache with programmable latency and double rate clocking of course invokes the Rambus patents. I doubt if RMTR will be successful with this approach. New DRAM standards require the support of INTEL or at least another major player. RAMBUS recognized this and got Sony and INTC on their team. Food for thought.... Well JK, I thought about it and what I think is that INTC is, at this very moment, even as we speak, and with alacrity, removing itself from the RAMBUS line-up and discussing a trade demand with its agent. :8) As far as Sony is concerned I wish them and their Home Entertainment Network System thingys all the luck in the world because they are going to need it. Not even Chipzilla can make a buck if it can't make its CPU's function with the only DRAM that its clients want and that the Fab guys are making. This wouldn't of course be the case if INTC/RMBS had had free reign in the market place and didn't have to contend with AMD, JEDEC, AMI, and ADT. But for them we would now be experiencing a significant brain drain in this country as thousands of EEs took the easy way out and leaped to their deaths from the Golden Gate bridge rather than try to make the future of IS run on this RAMbus Line. Somebody ought to take up a collection to produce a monument to the loyal opposition who stood up and insisted on telling Emperor Intel to put on some clothes. God bless 'em all. 0\|0

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