To: tekboy who wrote (26459 ) 6/19/2000 12:50:00 AM From: RoseCampion Read Replies (1) | Respond to
Geoff Moore is quoted as writing that:by virtue of its own value-chain power, Intel imposed its choice on the rest of the industry by building Rambus into the following year's reference design for the PC. Now the DRAM vendors were stuck, for the Intel reference design forms the mandate for the entire industry. So with much gnashing of teeth, they all signed up to license Rambus's technology. That is how Rambus leveraged the value-chain level of the competitive-advantage hierarchy at all seem to be what has happened with RMBS recently. The proprietary technology Moore says Intel was using and basing its reference design on (meaning RDRAM, via support in Intel's 820/840 chipsets) is by no means in a tornado as yet, nor AFAIK has RMBS convinced a large number of memory makers to actually manufacture it in volumes anywhere near approaching the staggeringly huge amounts of SDRAM they pump out. Furthermore, DDR-SDRAM still seems to be a highly-credible contender for being the majority the next generation of commodity PC memory versus RDRAM.all 3G modes - as ERICY and Hitachi (and Samsung?) have already done - it would instantly serve to validate Q's contention that its proprietary IPR is applicable across much more than its own in-house, "minority" standard (i.e., substitute "cdma2000" for "RDRAM", and "WCDMA and TS-CDMA" for "SDRAM and DDR" in the discussion above). I would suspect that following such an event, the resulting day's gap up in Q's market value would make RMBS's measly <g> 47% pop on Friday look rather paltry in comparison.
