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

To: Jim McMannis who wrote (39814)	4/13/2000 2:23:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Jim, Re: Is RAMBUS a form of DDR and does Rambus have an rights to it You have it completely wrong. The question is - Is DDR using patented Rambus technology and therefore does Rambus have a right to royalties from such use? Rambus's board thinks so. They told management to spend whatever it takes but to WIN the lawsuit. Why do you think Rambus is making a case agaist Hitachi now? All they have is their intellectual property. If their rights to that property are being violated, they must defend those rights. If DDR uses Rambus technology to compete with RDRAM and not pay a royalty, it will gain an unfair advantage over RDRAM which does. Rambus must stop that from happening. Simple. Barry

To: Jim McMannis who wrote (39814)	4/13/2000 2:25:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Jim, We know how benchmarks can be manipulated. Are you implying that both PC Magazine and PC World manipulated their tests to make the PIII/820/RDRAM combination look better? If you'd care to e-mail that accusation to them, I'd be interested in their response. Please post it when it comes back. Of course the greatest criteria of all, is cost. Actually, that's just the next step. First, the anti-Intel crowd claimed RDRAM would never work. Then it did. Then they claimed it would be flaky. It isn't (anymore <G>). Then they said it wouldn't provide any better performance. Independent tests show that it does. Now the claim is that it'll never come down in price. We're both in agreement that that is the next key milestone to meet. But so far the anti-Intel crowd has been wrong about everything else, so there's no reason to believe your accuracy will suddenly improve.