Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.90

-0.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: richard surckla who wrote (51989)	8/30/2000 3:05:56 PM
From: jim kelley	Read Replies (1) of 93625

Richard, It looks like Micron is in a panic. I think they have a launch date deadline for this DDR program and it is rapidly closing. I think it is concurrent with the P4 launch. A company filing for a declaratory judgement claims to be seeking relief from an "imminent business" problem. They have a lot of the pieces for a DDR motherboard. But they do not have any viable products yet. They seem to have been trying to create a market for the DDR and felt they could skirt the Rambus patents. They said they thought Rambus was going to sue them soon. This creates a vast problem for their DDR launch. It is difficult to sell DDR to OEMS when there is a battle over the patents on the immediate horizon. Hence, a last ditch effort to get a declaratory judgement from the Federal court to clear the way for Micron. Judging from the current prices of DDR it has no price advantage relative to RDRAM at this time. Also, as more production comes on line the price of RDRAM will drop abruptly making it even more difficult for DDR to establish itself in a new market. This may well be DDR's last gasp as a PC main memory. The window for introduction is quickly becoming a wall! The early P4 results show that the P4 running at almost 4 times the rate of the 1 Ghz Athlon as mentioned in the article. Clearly, RDRAM can live up to its potential. Thus, there is no need for DDR on the desk top.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next