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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.26-11.1%3:59 PM EST

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To: Ian@SI who started this subject10/3/2000 12:09:15 AM
From: Bilow  Read Replies (3) of 93625
 
Hi all; Re Peter Glaskowsky's editorial on RDRAM's patenting JEDEC IP. He was Rambus' big buddy, and he just dumped you.

For reference, here is the paragraph that bulls probably found most offensive:
Ethical Standards
...
I believe Rambus had an obligation to disclose its relevant patent applications during development of the SDRAM standard. Because it withheld this information, I believe Rambus gave up its right to assert those patents with respect to SDRAM. I also believe this principle extends to the use of the same features in later SDRAM implementations such as PC133 and DDR SDRAM.
...

mdronline.com

I did a quick search on Glaskowsky's other statements about RDRAM, and found the following. Most of it is pro Rambus, some realistic, some prescient, none con:

May 28, 1999
Intel ties upcoming PC-on-a-chip to Rambus
"I think the Timna is an awesomely bad idea," said Peter Glaskowsky, senior graphics analyst with MicroDesign Resources (Sebastopol, Calif.).
...
"The best the Timna could be is a next-generation Celeron core with Capitola graphics," he said. "I give it a less than 50 percent chance that it will ever be released."

eetimes.com

Aug 1999
Graphics Memory
From Peter N. Glaskowsky
I believe we’ll be seeing a lot of graphics-chip vendors adopting Direct RDRAM technology for their 1999 and 2000 designs, offering the only kind of opinion that really matters in this business. Although Direct RDRAMs are designed solely for main-memory applications, showing no concessions for graphics use (even lacking the bit mask function found in previous RDRAMs, though byte masking is provided), what they lack in graphics features they make up for with raw bandwidth. A single Direct RDRAM device — or any number of chips on a single channel — provides 1.5GB/s of sustained bandwidth, slightly more than the effective speed of a 128-bit, 125MHz SGRAM array.
chipanalyst.com

Oct 1, 1999
Samsung halts Rambus production after Intel delays Camino
If the PC companies have to scrap their RDRAM-motherboards, it will be several months before the technology can debut, said Peter Glaskowsky, senior analyst with MicroDesign Resources (Sunnyvale, Calif.).
eetimes.com

Dec 30, 1999
Don't count Direct Rambus out yet
MicroDesign Resources analyst Peter Glaskowsky sees system engineering problems with Direct Rambus as inevitable - but not insurmountable. In the long term, according to Glaskowsky, the industry has little choice but to move to more demanding memory technologies such as Direct RDRAM.
eb-asia.com

July 24, 2000
Intel hedges Rambus bets; will support SDRAM with Pentium 4
There is some question of whether the picture is really so rosy for DDR SDRAM. A recent report by Peter M. Glaskowsky in Microprocessor Report suggests that in the future, higher royalties on DDR SDRAM could shrink the price advantage DDR now holds.
www2.itworld.com

Aug 3, 2000
Micron sues Rambus, says patents invalid
"Fundamentally, Rambus does have some pretty strong patents," said Microdesign Resources analyst Peter Glaskowsky. "My guess will be that Micron will make a valiant effort and eventually decide that discretion is the better part of valor and license this technology."
yahoo.cnet.com

Aug 30, 2000
Patent lawsuits mount against Rambus
MicroDesign Resources analyst Peter Glaskowsky said he thinks that in the long term, the memory makers will settle. "It may be part of a negotiating tactic: 'We don't have to pay you what you ask; we could prevail in court.'"
canada.cnet.com

-- Carl
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