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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%3:59 PM EST

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To: mishedlo who wrote (52792)9/7/2000 1:44:36 PM
From: mishedlo  Read Replies (3) of 93625
 
Another thought on the thieving cartel
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Anyone who believes JEDEC is a benevolent group of memory makers as described by Micron's filing should take a closer look at the action of JEDEC members within SLDRAM Corp. Some quotes from President of SLDRAM, Farhad Tabrizi and other industry insiders:

"For the companies that want to take this approach, the DDR SDRAM is a very near-term, short-lived opportunity. So naturally they are putting a lot of engineering resources on it now. That does not mean that they are backing away from the next generation of devices at all," Tabrizi said.
"The more we get into the SLDRAM design," said Gil Russell, technical marketing manager at Siemens AG, "the more it seems self-evident that SLDRAM is the only way to reach the goal of 800 million to 1 G transactions per second."

scribe.fool.com

"To counter this threat (RDRAM), an ad hoc specification for a Rambus-like architecture is being developed in a hurry. This is called Synclink DRAM (SLDRAM), and information can be found at www.scizzl.com."
zdnet.com

From the SLDRAM whitepaper.
sldram.com
"SLDRAM builds on the features of SDRAM and DDR with the addition of packetized address/control protocol, in-system timing and signaling optimization, and full compatibility from generation to generation."
"With a 16bit wide data interface, these 1st generation SLDRAMs offer a data bandwidth of 800MB/s."

So to sum it all up, we have the president of SLDRAM corporation, Farhad Tabrizi saying DDR is short lived and to be replaced by SLDRAM. We have a Semiens person saying SLDRAM is the only way to achive the memory needs of the future. John Dvorak of ZDNet is calling SLDRAM Rambus-like. The SLDRAM whitepaper clearly shows it to be RDRAM like. SLDRAM even copied the 16 bit wide data interface and packetization technics used by Rambus in the early 90's.

A quick study shows them to act more like a thieving cartel looking to muscle Rambus out of the memory market by stealing their IP. I believe SLDRAM was created and supported by the memory makers (and JEDEC) in an attempt to beat RDRAM into the market and/or block them from the market. In essence, I believe JEDEC members saw the direction that Rambus was head in with it's packet based memory technology and said we won't endorse your product but will create our own packet based memory. These Memory Makers copied RDRAM and then claimed the copy cat to be the wave of the future. Interesting.

I wonder if any of this will become part of the Rambus discovery process? Any anti-trust issues here?
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