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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.76+1.2%Nov 7 3:59 PM EST
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To: Dave B who wrote (51684)8/29/2000 10:42:34 AM
From: jim kelley  Read Replies (3) of 93625
 
Dave,

So far the reaction to the lawsuit seems muted.

The action by Mu clouds their DDR goals. It may be a tacit acknowledgement that DDR on the desktop is a failing goal.

I believe it is failing. RDRAM will have 8 to 10 % of the market by the end of this year. It will have even more next year with Timna and the P4 rampups. All this before there are any DDR systems on the market.

Mu has a license to produce RDRAM but not Sdram or DDR sdram. Mu's ddr is going into the graphics cards.
If you were an OEM would you risk using MU's DDR in your graphics cards if you could get licensed product from Toshiba, Hitachi or OKI?

This has to hurt Mu when it sits down with the OEMS to sell product. It may also be grounds for terminating their existing supply contracts. It also clouds Mu's access to the more advanced memory such as qrsl Rdram. Mu's future in the memory business is cloudy.

JK
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