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

To: Bilow who wrote (39648)	4/12/2000 7:43:00 AM
From: gnuman	Respond to of 93625

World DRAM Price] Spot Prices of 128Mb DRAMs Fall, Those of 64Mb DRAMs Rise (AsiaBizTech) As for prices of memory modules, the spot price for 128MB dual inline memory modules (DIMMs, PC133) fell 1.50 percent from the previous week to US$87.71 in North America, 3.06 percent to US$95.85 in Europe and 2.36 percent to US$91.41 in Asia. Demand for PCs is recovering, and DRAM manufacturers are increasing their DRAM production at a speed exceeding that of the recovery. It will likely take some time for DRAM prices to rise. Note: From this report on, Nikkei Market Access will cover primarily the prices of 128Mb DRAMs (PC133) and 128MB DIMMs (PC 133) instead of 64Mb DRAMs and 64MB DIMMs. Looks like the conversion to 128mb SDRAM has overtaken 64mb. nikkeibp.asiabiztech.com

To: Bilow who wrote (39648)	4/12/2000 9:24:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Carl, careful with these numbers, Toshiba alone is planning to reach production rates of 10 MM DRDRAM IC per month, three others are in ramp up mode, and another three will be in production in the second half, thus 100 MM this year, is not so so impossible. PSII could swallow more than 20% of that. As for why RMBS did not sue earlier, it quite simple, you first exhaust all no litigation modes of negotiations, if these do not result in the desired effect (paying royalties), you them must continue and show "due diligence" in enforcing your patents. You cannot do that until you have completed the non litigation phase, and you also must have in your hand concrete evidence that products infringing your patents are entering the country where you decide to have your legal battle. Good luck Zeev

To: Bilow who wrote (39648)	4/12/2000 12:29:00 PM
From: Bilow	Read Replies (6) \| Respond to of 93625

Rambus' fake website??? Someone is definitely giving a very pro-Rambus lean on a website which is supposedly neutral. It appears that the website may be connected to a manager at Rambus. If so, this is an indication of severe fear at the bus... Well, this is it. Your guide to sorting through the maze of technology, market dynamics, pundits and politics surrounding the DRAM industry. Here's where you'll find informed analysis on where to turn and who to trust. Who's doing what to whom. Whether Rambus is savior or satan. dramreview.com The site is about as biased as it comes, and includes statements that are remarkably silly. For instance, they include a table showing the peak power consumption of RDRAM at 1/3 that of SDRAM. Anyone who has stuck his finger on a well used RIMM knows that the heat sink is on there for a very good reason: The maximum power for a PC133 DIMM is an amazing 11.6 Watts! Typical power is 6.5 Watts, which is in line with VIA's PC133 guideline of providing 2A at 3.3V to the DIMM. DDR power at 266 MHz is similar to SDRAM, at twice the peak bandwidth. Typical RDRAM power is about 2/3 that of DDR at 75% of the peak bandwidth, while maximum power is only half. dramreview.com The site reeks with insider knowledge, the patent claims against Hitachi are carefully demonstrated, and they suggest that the unnamed authors were at design conferences not open to the public. The above link includes this: The data for this analysis comes from a presentation at Platform 2000 by Micron Technology. Micron designs and manufactures SDRAM, DDR, and RDRAM, as well as PCs, so they are in an excellent position to understand the complex analysis required to arrive at an accurate estimate of power consumption. But the authors of the website are sort of mysterious. Who are these clowns? A trip to networksolutions.com provides an answer: Registrant: Mindmentum none P.O. Box xxxxx Sunnyvale,ca 94086 us Domain Name: DRAMREVIEW.COM Created on: 1999-12-06 Expires on: 2001-12-06 Administrative Contact: Mitchell,Jeff Email: xxxxxxxxxxxxxxxxxxxxxxx Phone: 888-459-xxxx Technical Contact, Zone Contact: Mitchell,Jeff Email: xxxxxxxxxxxxxxxxxxxxxxx Phone: 888-459-xxxx Domain Name Servers: NS.HOSTING4U.NET [209.15.2.3] NS2.HOSTING4U.NET [209.15.2.4] networksolutions.com Not much of an answer, a post office box in Sunnyvale, not too far off from Rambus' P.O box of 94040, but that is hardly proof that the bus is behind the website. But that name Mitchell rings a bell. Ah, here it is, he's the Business Development Manager at Rambus! Or is he? Jeff Mitchell is a pretty common name in the US... Today's applications are designed for today's technology, and they work fine," admitted Jeff Mitchell, business development manager at Rambus, Mountain View, Calif. "Rambus won't make a lot of difference. It will be like putting a supercharged race car on a freeway. It can only go as fast as the freeway and the other vehicles on the freeway will allow. techweb.com On the other hand, how many Jeff Mitchells are there who give a darn about Rambus, and who happen to live a couple blocks from the corporate headquarters? So much for dramreview being an independent web site. This means that when I counter the claims on the site, I am directly countering the word of Rambus. I will stick to discussing that site until I have gone over it from one end to the other. The claims that RDRAM uses less power than SDRAM (or DDR) is the most obvious fabrication. We hashed those figures out at great length on this thread. If someone wants to start defending that issue, the time to start is now. It is the first one that I will cover in detail. In the mean time, lets take a look at what the RMBS insiders are doing with their stock: biz.yahoo.com Yep, selling. Absolutely no buying of any kind, not even the token variety that is done to quiet fears in the investor community. And at levels well below the current price. -- Carl