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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 105.85+1.1%2:12 PM EST

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To: Dan3 who wrote (55981)9/30/2000 11:47:06 AM
From: mishedlo  Read Replies (3) of 93625
 
<<"The industry refused to make nothing but overpriced, underperforming, unstable, low capacity memory that we designed. So we had to sue them for continuing to make the same products they'd been producing for the last 5 years".
I'll say it again, even a minor setback for Rambus in any one of a half dozen lawsuits will send it back into the teens>>

That is the nature of the gorilla game my friend.
The Industry does not want to support the next discontinuous invention. It attempts to delay, stall, lie, cheat and steal to get around it. QCOM and RMBS are the prime examples. Did the entire industry fight (and still fight the obviously better CDMA technology)? DDR came out of the industry fight with RMBS. I have no doubts about these things
1)RMBS has the patent on DDR
2)DDR is a stop gap measusre going forward
3)DDR has problems we do not see or it would already be used on PC MOBO's. All this TALK for years about how easy it is etc etc etc.
4)DDR MAY be better for some applications. Servers are a possibility. Applications requiring random access.
5)RDRAM is a clear winner in streaming applications. Telecommunications, HDTV, playstations etc, THE FUTURE not the past.
6)Show me ANY proof that RDRAM is UNSTABLE. This is bullsweet and you know it.
7)RDRAM performance on the platforms of yesterday is not a good test of ability, just as you DDR fans say DDR will shine on the next box from AMD.

Furthermore RMBS would have sued sooner but just got the patent in 1999. Did you want them to sue before the patent was issued?

As to "one minor loss ...."

THERE IS NO SUCH THING AS A MINOR LOSS.
These lawsuits will produce a home run for one side and a strikeout for the other. RMBS has the upper hand, the industry knows it, but the industry is praying for a miracle. I still think Infineon will settle out of court after they come to their senses, sometime before DEC.
If this happens, I predict a cascade of settlements, with MU settling dead last, in the toilet, with the worst possible rates.
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