Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Estephen who wrote (886)	2/8/2000 8:40:00 AM
From: Glenn Norman	Read Replies (3) \| Respond to of 2039

Yo_Estephen............... Re:Link explaining "apparent" infrigement of MICRON's DDR RAM against RAMBU$' patents. GREAT LINK - Thanks! Now it makes sense why Steve Appleton (Micron's CEO) is so "ANTI-RAMBUS" -- it seems, to me, that he is trying to steal RAMBU$' IP!! dramreview.com Salude - Norman.

To: Estephen who wrote (886)	2/9/2000 2:32:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 2039

More from that same website: dramreview.com Rambus Incorporated in 1990 to commercialize a new, high speed interface for DRAMs, Rambus in conjunction with Intel has set a standard for high performance DRAM for the PC desktop market. Despite their achievements, Rambus is as famous for the emotional debates they have stirred up as for their technology. On strictly technical terms, Rambus is the most standard of the standards. All Rambus components are derived from the same logical design and physical IC layout. This alone assures a much higher level of interoperability between vendors than the data-sheet functionality level of other standards. Rambus was the first to recognize the importance of the entire system -- PC board, device packages, controller, modules, and sockets -- on the performance of the memory subsystem and incorporate all of those elements into one comprehensive specification. As a specification, there is little disagreement that Rambus' is among the most comprehensive. One frequent criticism of Rambus is that the specification leaves little room for differentiation. This is an odd complaint for a commodity industry where the objective is to minimize functional and parametric differences between devices. Hyundai succinctly described how differentiation is accomplished in the DRAM industry, explaining that the focus is on execution and efficiency. "From the beginning, DRAM's been a commodity,' said Hyundai's Tabrizi. "We've been developing the same product and each company can differentiate based on the cost and the time to market and their different versions.' A second, more legitimate criticism of Rambus is that it is not an open standard. The end result of the RDRAM and SDRAM standardization process is the same -- a publicly available set of specifications which incorporate IP from multiple sources. The difference is that Rambus works individually with each DRAM manufacturer rather than in a forum with all the manufacturers present. The closed nature of the exchange of information is viewed with suspicion in a highly competitive environment where the standards meetings provide one of the few opportunities for companies to keep tabs on what their competitors are doing. Rambus has demonstrated success at setting one generation of standard. The question remains if they will be able to sustain this role and define future generations of DRAMs, or if they will be displaced by either the reinvention of the the historical standards bodies such as AMI2/JEDEC, a new industry consortium like ADT, or some new unforeseen body or organization altogether.