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

To: Zeev Hed who wrote (44832)	6/17/2000 6:15:00 PM
From: wily	Read Replies (1) \| Respond to of 93625

Zeev, Stan Ovshinski must have at least 25 generic patents like that. I think of you often as I read the OUM patents, wondering how broadly this or that claim can be made. Would you say that he is in a neighboring field to your superconductors, as "lone pair" electrons are at the heart of his phase-change technology: Simply stated, a lone pair is a pair of electrons in the valence shell of an atom that is typically not engaged in bonding. Such lone pair electrons are important both structurally and chemically. They influence the shape of molecules and crystalline lattice structures by exerting strong repulsive forces on neighboring electron pairs which are engaged in bonding configurations and as well as on other lone pairs. Since lone pair electrons are not tied down into a bonding region by a second nucleus, they are able to influence and contribute to low energy electronic transitions. As first pointed out by Ovshinsky, the lone pairs can have 1 and 3 center bonding; and as demonstrated by Kastner, Adler and Fritsche, they have valance alternation pairs. 164.195.100.11 In another OUM patent (although not in relation to lone pairs) he directly touches on a possible superconductivity application: It is important to note that evaporated films deposited on a heated substrate exhibit anisotropic growth characteristics (see the description of FIG. 7) in which oriented layers of the chalcogenide elements are successively deposited. Whether this proves to be significant for electrical applications has yet to be proven; however, this type of film holds promise for thermoelectricity (due to the high thermopower already measured for these compositions, i.e., a factor of four greater than that measured for bismuth systems) or for specific semiconductor and superconductivity applications 164.195.100.11 wily

To: Zeev Hed who wrote (44832)	6/18/2000 1:38:00 AM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Zeev, You can argue theory all you want, but the "programmable register patent" which is key for Rambus' claims to SDRAM, appears to be both trivial and obvious to me. Hundreds of programmable control registers are used in any processor, and this appears to be just one more slight variation of the theme. I work with digital design patent IP all the time, and most of it is both borderline trivial, and quite patentable. There are very few people in the patent office who have any design experience, and it is quite difficult for them to distinguish obvious design inventions from non-obvious ones. I'm sure this discussion is perplexing to some Rambus investors, but that does not change the facts. I believe Rambus is going to have a very difficult time justifying any substantial SDRAM licensing IP from these patents, certainly not of the magnitude from the Toshiba deal. Scumbria