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

To: Bilow who wrote (44527)	6/16/2000 8:34:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Good news for everyone? I'll tell you the first thought that comes to my mind. If the memory industry agree's to the Rambus fee's on DDRDRAM technology, it could resolve all the contentious issues facing not only the chip makers, but Intel and the box makers. (And aren't the chip makers used to patent fee's anyway)? Wouldn't that remove many of the issues around platform decisions caused by the Rambus factor? If we suddenly found Intel, Rambus and OEM support for DDR memory where it makes sense, wouldn't everyone be a lot happier? I think there are powerful forces at play in the background here. I'm sure that Intel would love to get this whole conflict resolved and get on with developing products unconstrained by contractual agreements and perceived or real allegiances. And I also have to believe the box makers would be the happiest of all. (And of course, the Intel shareholders). <g> JMHO's

To: Bilow who wrote (44527)	6/16/2000 11:01:00 AM
From: gnuman	Read Replies (3) \| Respond to of 93625

Carl, If Rambus shareholders get filthy rich because an industry recognizes their IP right's, so what? (Assuming they have IP right's. And assuming you're not short.<g>). If the issue can be resolved, it free's up the market to make decisions based on the strength's of the products in respective market segments unconstrained by politics. If this were to happen, no longer would we be inundated by all the conflicting marketing hype. Wouldn't it be nice if Rambus were in a position to say "DDR is better here, and RDRAM is better there?" While the Toshiba decision doesn't mean the rest of the industry won't fight back, IMO it signals a new direction. And if, for example, Intel were to make some changes in their product lines because of this, wouldn't the market be better served? If some of the negative critique's of Rambus as a technology have validity, (including the many arguments you've put forth), I see this as a potential solution for all the players. The only problem I see, when everyone on the thread root's for both DDR and RDRAM, it won't be as much fun anymore.<VBG> JMHO's