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Politics : RAMTRONIAN's Cache Inn

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To: billwot who wrote (2955)	5/25/1997 1:18:00 PM
From: Jonas	of 14464

Hi Billwot... There have been 95 postings on this thread since I last logged in and Your Qs may have already been satisfactorily answered. I want to get to get back to my confusing statement last time (single warrior....) and also to Your question about RMTR's control of FRAM technology. What I meant is that its the alliances/partners e.g. IBM (esdrams) and SGS Thomsen (FRAMS)that together with RMTR form respective 'competitive constellations' which make the commercial success of these technologies more likely. And as I (and presumably most others on this thread) can't really assess the relative technological merits of RMTR's technology RMTR's partners and their the type of collaboration between them is an indirect indication (to me) of what's ahead. So trying to make a revolutionary technology a commercial success for a small company is very hard ...unless You have some powerful allies of course... As far as Your question regarding control of FRAM technology is concerned, by chance I recently stumbled across the article: Managing Intellectual Capital: Licensing and Cross-licensing in semiconductors and electronics, Calif. Manag. Rev Winter 1997:8 I think it might hold clues to Your question: "IN cumulative technology fields....one innovation builds on another. There are inevitably overlapping developments and mutually blocking patents. It is likely that firms will need to cross-license patents from others to ensure that they have freedom to manufacture without infringement"...so control has to be looked at in relative terms (patent analysis? who's got the time/understanding?) From this perspective rmtr may not have complete control but nor do others...If You consider the accord between Rmtr, Racom and Intag (Apr. 17), it's an indication that they hold very important pieces (patents) needed to commercialise FRAM technology and are working together with others who also hold key pieces. However the reason I am especially bullish is on the ESDRAM front. Because there is a good chance that the market for ESDRAM will be far higher then generally anticipated - first as the general transition to SDRAMS occurs in PCs use of ESDRAMS should also rise -at what marketshare remains open but the market for SDRAMS (in PCs) generally is only just beginning In the long-term: "Market dynamics have a history of changing rapidly, and even Intel officials note that they could change direction if another, more cost-effective memory approach emerges. "There's a lot of time between now and when Intel plans to implement for things to change," Sogas said." techweb.com I just wanted to say I am of course not absolutely convinced of what I am saying but that's the reason I am participating to get some feedback. JJ

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