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

To: John Walliker who wrote (45468)	6/22/2000 7:50:00 AM
From: gnuman	Respond to of 93625

IP topic of the day. Anyone with clean room experience on the thread? It's my understanding this is a technique to show that a technical solution will be obvious to a designer. (The conditions under which the "clean room" is created are critical). Intel says Rambus-Tosh deal not final word By: Mike Magee Posted: 22/06/2000 at 09:47 GMT The decision by Toshiba to license DDR (double data rate) memory and SDRAM from Rambus will not necessarily hedge in other memory companies, according to Craig Barrett, CEO of Intel. Responding to questions in a press conference held after he delivered a keynote speech in Stockholm, Tuesday, Barrett said that the Toshiba deal did not necessarily mean that Rambus would dominate the memory market. He said: "Toshiba has agreed to pay royalties for RDRAMs, synchronous RAMs and DDR. It's not clear that Rambus has the intellectual collar. "The DRAM companies are very resourceful and can [create] their own clean room intellectual property." He said it "remained to be seen" what the other semiconductor firms would do in the wake of the Toshiba settlement with Rambus. Currently, Hitachi and Rambus are engaged in a legal slogging match, which may take months or years to resolve. Many of the other semiconductor companies are likely to wait for the outcome of that decision. Barrett also denied that Intel would ever suspend its chipset division. The marketplace depended on Intel taking the lead in chipsets, he said. "We need to sort out some of the technical issues. We're not moving away from that marketplace. Clearly, the Rambus issue was a little more complicated than we anticipated." © theregister.co.uk

To: John Walliker who wrote (45468)	6/23/2000 11:42:00 PM
From: vvga	Respond to of 93625

It is not just socketing versus soldering that makes a difference. The biggest effect is the use of memory modules, which add much bigger impedance mismatches because of the tree of connections going from the connector to the individual chips on the module. This creates a large impedance mismatch. I'm not a systems engineer, so no comment. I had commented that it wasn't completely accurate to state DDR wasn't in PC's. Also, I have a DDR machine on my desk. It has worked flawlessly for the last three months. Yes, this is different from having these in the market place. No, I don't know why we haven't released these yet. Yes, I work for a big company that can make these chipsets. No, I don't think Rambus will collar the DRAM market with questionable patents. Good companies keep large patent portfolios for cannon fodder. I'd like to see Rambus strong arm IBM/Infineon or Hyundai or Samsung or Micron into paying a licence fee -- that will surprise me. Toshiba and Hitachi aren't major players in this space. They probably figured the licensing fee for the next 5 years is cheaper than litigating. This is not the case for the DRAMURAI. VVGA