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To: David C. Burns who wrote (7071)	5/5/1999 9:54:00 AM
From: Jonas	Read Replies (3) of 14464

Hi Dave, All Thanks for drawing attention to the article. Japanese play catch-up on magnetic RAMs eetimes.com BTW - believe Aixtron is also active in MRAM area Just a few links below - think they're all interesting for threadsters here 1. The Infrastructure Special Report on Micron of May 28, 1998 has been released for general download at their website, yields some very useful industry issues 2. EXCITING Memory section in April issue of Zen News zen-news.com " RDRAM must get above a data rate of 533Mb/s/pin to exceed [Maximum Bus Bandwidth] of PC133. 3. April 30, 1999 - AMI2 pushes standards-based DRAM approach electronicnews.com 4. ISSCC confronts post-PC world -- Myriad approaches attack memory bottleneck, but no silver bullet on the horizon news.computeroemonline.com 5. 29 Companies Announce DDR SDRAM Enabling Products news.computeroemonline.com 6. Technology Bows to Money and Power electronicnews.com -> Only problem I see here is that competitors in both CPU & DRAM will want to make inroads anywhere they can...and with no obvious performance advantage and higher costs it's going to be tough... ->http://www.redherring.com/mag/issue53/competition.html 7. Rambus May be Niche Product electronicnews.com 8. The DRDRAM Mystery electronicnews.com 9. Camino Chipset Delay Sparks DRAM Turmoil electronicnews.com 10. The Resurgence of Rambus DRAM electronicnews.com -> Mr Ignoranti's opinion on above opinion: "MARKETING-Waffle par excellence" 11. NEC Samples 128-Bit D-RDRAM electronicnews.com Unforuantely lost the link to a recent Smart Money article on the relationship between NEC and Rambus... but it was a good article - think NEC has already simulated VCM-DRDRAM... obiously they have (had?) L/T plans here... Hence the issues surrounding the patent infringement suit seems even more important...they obviously haven't been interested in negotiating with rmtr - Semiconductor Business online had a 2-part series "My lawyer can Beat up Your Lawyer" - RMTR-NEC would make a great "part 3". Anyway, NO NEC monitor for me.... 12. News Report: PC133 Gains Momentum realworldtech.com 13. News Report: Rambus on the Ropes? realworldtech.com 14. cpu-central.com got this from the other thread...thanX Norm... review-zone.com 15. SLDRAM consortium recharters to focus on DDR-2 spec 204.247.196.14 16. General, California Management Review a) Reversal of Fortune? The recovery of the U.S. Semiconductor Industry Vol. 41, No. 1 Fall 1998 b) The Evolving Role of Semiconductor Consortia in the U.S. & Japan Vol. 41, No.1 Fall 1999 c) The Art of Standards Wars, Vol. 41, No.2 Winter 1999 Does the excerpt below sound familar? "Revolutionary strategies are based on offering such compelling performance that consumers are willing to incur significant switching or adoption costs." -> Now I wonder what happens when the revolutionary technology turns out not to offer any compelling performance advantage.... perhaps initially something like 5. above? Anybody know what this is about? From Yahoo thread 2856 rk.gsfc.nasa.gov Jonas Have a few thoughts here, but this post is already long enough.

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