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

To: sam who wrote (46081)	6/26/2000 12:49:00 PM
From: Estephen	Respond to of 93625

<<<Texas Instruments' now legendary defense of patents essential to the basic design of DRAM chips. That lucrative tactic has netted TI untold riches on the sale of billions of the memory devices>>> The same patent laws that protected Texas, Intel, Micron, etc, etc, etc,,, Now protect the New GORILLA -- RAMBUS !! 200 by Chirstmas....EASY.. 500 in 18 months..

To: sam who wrote (46081)	6/26/2000 12:51:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

The TI patents relate to DRAM design not SDRAM, DDR design. The RAMBUS patents are concerned with chip to chip architecture and packaging. The success of TI in the enforcement of its patents here and abroad is well known. "The ramifications of such a sweeping ownership claim are still difficult for many in the industry to fathom, but some compared it to Texas Instruments' now legendary defense of patents essential to the basic design of DRAM chips. That lucrative tactic has netted TI untold riches on the sale of billions of the memory devices." Who was complaining when TI sued for enforcement of its patents???

To: sam who wrote (46081)	6/26/2000 1:09:00 PM
From: Jdaasoc	Respond to of 93625

sam: While not a primary target, that would appear to include the new wave of microprocessors coming from the likes of Intel This is the $64,000 question. Will RMBS go after Intel for SDRAM controllers in 81x chipset lineup. I assume this entire issue is a non-issue as long as Intel's sticks to it's long term memory platform mantra; DDR for servers, RDRAM for everything else including entry desktops. The wait of up to 2-3 years for the price and granualarity of RDRAM to meet even the low end PC desktop markets is something RMBS is prepared to endure while actively threatening legal paperwork on anyone besides Intel who dares to make or design with SDRAM/DDR. It would add another layer of royalties on commodity chips that already often suffer from razor-thin margins,"said Dan Scovel, Another anal-yst who is clearly out of touch with reality. DRAM prices are on a steady price rise upwards with no end in sight. Most analysts have predicted semiconductor shortages of some form lasting up to 18 months. For example, 128 SDRAM SIMMs bottomed out in May at $90. Now they go for $140. RMBS's 1% royalty on SDRAM is immeasurable cost of doing business. john