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


To: pompsander who wrote (43599)6/6/2000 7:37:00 PM
From: blake_paterson  Respond to of 93625
 
pompsander:

and,

4. Gateway confirms that they see their entire workstation line migrating to the 820 / RMBS

5. COMPAQ suggests the same

6. DDR desktops somehow slipped from a June 2000 to a 1Q, maybe 2Q (oh, hell, maybe 3Q) launch

7. Vitesse launching a network product which uses RMBS memory

8. Spot market prices continue to fall...

I'd better stop. I'm beginning to sound a bit like Carl's alter ego.

BP



To: pompsander who wrote (43599)6/6/2000 9:57:00 PM
From: Bilow  Read Replies (2) | Respond to of 93625
 
Hi pompsander; RMBS has a few good months of trading left in it. I never, ever, ever said that RMBS was dead, dead, dead. On the other hand, I have repeatedly said that RDRAM, is dead, dead, dead, ever since design engineers began avoiding it in October/November of '99.

To make it clear, RMBS is a stock traded on the Nasdaq. RDRAM is a memory technology. I'm usually pretty careful about using the right term to describe precisely what I intend. It is possible that I have slipped and used one when I meant the other, but I doubt that you will ever find a post of mine where I said that "RMBS" is dead, dead, dead.

Example post from December 1999:

This is exactly what I have been saying for the past month. Direct Rambus DRAM is dead, dead, dead.

I am not saying that there will be no shipments of product containing it. What I am saying is that new design wins are not happening. I am not saying that the manufacturers have stopped pushing the technology, only that the design engineers are not seriously considering it anymore.

#reply-12345679

-- Carl



To: pompsander who wrote (43599)6/7/2000 4:36:00 AM
From: Dave B  Read Replies (2) | Respond to of 93625
 
Pomp,

3. ITC may rule that every DDR product violates Rambus patents. (or some variation thereof).

I was going to post a reply to my own message, but you brought up the subject nicely. I haven't read the entire document in this link (http://dockets.usitc.gov/eol/public/showpage.cgi?room=public&invtype=337&invno=431&invphase=violation&seqno=200005240014), but on page 2, I believe it begins to address the issue of whether or not Hitachi can have the other memory manufacturers included in the lawsuit. Specifically, it says:

On May 10, 2000, the Commission Investigative Staff ("Staff") filed a response opposing the motion to amend. As an initial matter, the Staff criticizes the Hitachi Respondents' assertion that they seek to protect the proposed additional respondents' rights and interests, noting that the proposed additional respondents are in the best position to raise such an issue, and that they had informed the Staff that they do not wish to participate as respondents in this investigation. Furthermore, the Staff counters the Hitachi Respondents' policy arguments about including all possible respondents, pointing out that Rambus seeks a limited rather than a general exclusion order as a remedy in this investigation, and that Rambus has not alleged infringement by the proposed additional respondents. As to the "industry-side" resolution argument, the Staff reasons that the Hitachi Respondents have failed to establish that such a resolution could be reached by this investigation, even if the amendment were allowed. Also, the Staff asserts that considering the nature of the limited exclusion order sought, the Hitachi Respondents fail to show that "this investigation will not be as final and conclusive as possible" with regard to the relevant issues. Staff Response at 5. As to the Hitachi Respondents argument that the additional proposed respondents possess relevant information, the Staff contends that the Hitachi Respondents have made an insufficient showing in this regard, and further have not demonstrated the impossibility of obtaining any such information without the inclusion of the additional proposed respondents as parties.

So, while it may not have been decided yet, it sounds as if the ITC is saying that they do not believe the suit needs to be expanded to include the other manufacturers.

Have we heard anything definitive about this?

Dave

<edit: Page 3 continues...

"Each of the proposed additional respondents, Toshiba Corporation, Samsung Electronics Co., Ltd., NEC Corporation, Fujitsu Limited and Hyundai Electronics Industries Co., Ltd., filed oppositions to the motion to amend. They echo the arguments of Rambus and the Staff, and maintain that the motion to amend endeavors to create disputes that do not exist.">

<edit more: Page 4 ends with...

"Based on the foregoing, the motion to amend is denied.

Signed by Debra Morriss, Administrative Law Judge"

And it's dated May 24th.

I don't remember seeing this on the board before.

Dave>



To: pompsander who wrote (43599)11/22/2001 9:07:02 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi pompsander; Re: (June 6, 2000) "carl has now advised me that Rambus has a few good months of trading left in it. Whew! I thought it was dead, dead, dead as of the mighty T-bird launch." #reply-13839382 also see my reply #reply-13840088

The day you wrote this, RMBS closed at $53.375 per share. Over the next 2 months it closed as high as $117.375 per share. My call was pretty accurate. Volume for June 6, 2000 was 19 million shares, 10x what traded yesterday (though yesterday was a bit down from recent average volumes). What with the >5x reduction in price and maybe 5x reduction in average volume the amount of money moving around in this stock is down 96% from then. Those were the days, weren't they, back when there was volume and price movement in this POS? There certainly isn't much good trading left in it now.

-- Carl