Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: unclewest who wrote (16303)	2/22/1999 11:44:00 AM
From: mauser96	Read Replies (2) of 93625

It may be that a good substitute for RDRAM is being developed somewhere in secret, and there would be no way for us to know. I do know that the most patent protection in technology have not held for long, and the more expensive the license, the more incentive for finding substitutes. Try to make a list of absolutely key patents that have held and it will be a short list -polaroid instant film, Xerox dry paper electrostatic copier,and a few others. For instance Canon held patents dominating ink jet printers, now Epson has a better product. The one RMBS should study is Dolby. AS MSFT is finding out, hubris goes before the fall. The increase in memory speed in itself isn't important - all that counts is the increase in speed of the resulting total system. I think INTC and RMBs need each other, but a threat to both is if customers decide they don't really need faster computers with RDRAM.

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