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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 99.28+8.0%Jan 2 9:30 AM EST
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To: blake_paterson who wrote (59105)10/29/2000 11:59:15 AM
From: Dan3  Read Replies (2) of 93625
 
Re: NEC signed for 5 years, as did Hitachi. Elpida will produce NOTHING for the time being.

You are completely wrong. Time to re-evaluate your Rambus investment!

In his presentation, Yasui highlighted Elpida's planned move to 256-Mbit devices in the first half of 2001, starting with 133- and 166-MHz synchronous DRAMs and double-data-rate (DDR) SDRAMs. An NEC-developed technology, the 256-Mbit virtual-channel DRAM, is also scheduled to be introduced in the second quarter. And by around mid-2002, Elpida expects to introduce a faster version of DDR known as DDR-2.

Less clear is Elpida's plans for Rambus DRAMs...
The discrepancy stems from unresolved licensing and royalty issues between Rambus and the new company, an Elpida spokesman said. Both Hitachi and NEC have signed royalty payment agreements with Rambus Inc. covering RDRAM, SDRAM and DDR technologies, but those agreements are due to expire by year's end when Elpida takes over the product lines.

"We don't have a strict schedule for Rambus [DRAM] because we need to get an agreement with Rambus," an Elpida spokesman said. "We are trying to start negotiations that will influence the start of the development."
mindit.netmind.com

Dan
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