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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Dave B who wrote (36630)1/18/2000 7:27:00 PM
From: dumbmoney  Read Replies (1) | Respond to of 93625
 
Just out of curiosity, what technology is there in PC100 and PC133 SDRAM that would violate Rambus patents? If they do violate their patents then they could potentially receive royalties on virtually every memory chip going out the door NOW.

Sounds like a fishing expedition. Maybe they will find something, but probably not.



To: Dave B who wrote (36630)1/18/2000 7:52:00 PM
From: pheilman_  Respond to of 93625
 
RMBS vs Hitachi

Well, Hitachi certainly will never make RDRAM parts until the
sun cools. The funny part is that RMBS is also looking for infringement
on the SH2-5 processors. These were created from a legal
battle with Motorola. Hitachi was making a faster CMOS version
than Motorola and was sued. They counter-sued and halted the shipments
of the 68040. This halted shipments of Mac Quadras.

Amusingly, a counter-suit would be in Hitachi's best interest
again. RDRAM is in volume use in the N64 and soon-to-be-released
Playstation II. Hitachi is a Sega partner and would benefit from
halting Playstation II launch. Fun little bag of worms that RMBS opened.



To: Dave B who wrote (36630)1/18/2000 7:55:00 PM
From: Richard Habib  Respond to of 93625
 
Dave, I think your binary assessment is a good model now for this company and it's stock. I wonder what Hitachi has as I think you have to assume that they surmised that this was coming. Do they have patents or licensing agreements with patents that predate RMBS patents or will they argue RMBS patents are too broad, too fundamental. As it stands now as you say, RMBS seems to be claiming that their patents stand astride the whole future of the DRAM industry. Rich