Scumbria I believe you have been honest in your replies to me, and I hope the entire thread thinks I have been honest with them. I do consider both viewpoints, even posting "bad news or differing viewpoints" on many occasions.
My only compliaint is that you seem a little too quick to jump on the "MFNBS" parade with others, possibly encouraging them. If I am wrong about this, then my sincere apologies, and will say so in public. I am going from recollection. There is just so much pure BS out there I can not find my own posts any more.
I think you like DDR. I still cannot figure out in what situations it is better or worse than RDRAM. I will let others more knowlegable than myself, like you for instance, to work this out.
To me whether or not DDR or RDRAM is better and in what situations, is TOTALLY IRRELEVANT! What I do believe is that RMBS invented this technology and will receive royalties on both. Therefore it is not MFN!
I believe RMBS patents ARE "TECHNICALLY" SOLID. Note the word "technically" in the last sentence. If they were not "technically" solid MU would be offering a better defense. Hitachi would have offered a better defense.
Now, whether or not RMBS jeopordized their patents by joining JEDEC is obviously debatable.
I believe they did not jeopordize their rights and the majority opinion from "patent lawyers" (or those pretending to be), is that RMBS did not lose those rights. I am not a lawyer but the RMBS arguments appear better to me, and I do look at both sides.
Furthermore, I believe MU has much more to lose than RMBS at this point, having forced RMBS into an all or nothing strategy, perhaps single-handedly. This makes a strong case for a settlement, whether or not the JEDEC issues could legally cause RMBS to forfeit their technology. MU stock is dropping, a 22% shareholder may not like what is going on, MU would be stupid to send this to a JURY and risk (however small a chance) losing their license on all DRAM and/or paying back royalties or tripple damages. MU may also feel pressured into acceptance if Samsung and or Infineon happens to sign.
This is not the holy grail or a dragon as I said. THIS AN INVESTMENT DECISION. If you do not like the way RMBS, MSFT, or the Tobacco Industry does business, walk away from it.
SDRAM is clearly not the future.
If you like DDR and I think you do, I suggest buying some RMBS options (Feb 120's look about right). |
