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

To: richard surckla who wrote (46605)	7/6/2000 1:22:06 AM
From: Brian1970	Read Replies (1) \| Respond to of 93625

Read data to Mission Control and take updates for computer. Check the stabilization and control system, telemetry and radio frequencies, tracking beacons and attitude and guidance system. Arm the pyrotechnics. Check internal flight batteries. Check automatic sequencer. Pressurize the reaction control system. Update the altimeter. Remove the external power source and go to fuel cells. Activate rotational hand controllers. Final status check. Guidance to internal. Weather is Go. Launch director says Go. Flight director says Go. Sixty seconds and counting. We are go at this time. We have ignition sequence start, engines on, five, four, three, two, all engines running. Launch commit. Liftoff. We have liftoff at twenty-two minutes past the hour. The tower is clear. Rambus to the Moon!!!

To: richard surckla who wrote (46605)	7/6/2000 7:40:50 AM
From: gnuman	Respond to of 93625

Richard, re: <Gene... >>Now they will have support for DDR?<< Actually, I was referring to Intel having DDR support for PIII through VIA. The one memory type Intel doesn't yet plan to support on the desk top. Intel has Rambus covered with the i820/840 and soon Tehama. I don't see VIA supporting RDRAM unless AMD decides to use it. As for speculation the settlement is good news for Rambus, I'm not convinced. The settlement is good business for both Intel and VIA. I note that the case has been in the courts and at the ITC since 1998. During this period the ITC did not provide temporary relief, ie: halt imports of VIA chip sets. (Perhaps Intel did not seek it?) If you think about it, Intel needed the VIA chip sets to assure sufficient platforms for PIII. My guess is they don't mind VIA's share growth in chip sets, but wanted the royalties. IMO, if Rambus brings action against VIA, they also will not seek nor get the temporary relief of blocked shipments. For one thing, they'd upset an entire industry that relies on the devices. (Including Intel). Also, the ITC rules provide for an economic assessment of the impact of temporary relief. My guess is they wouldn't provide it and the case could be in the courts for a long time. As usual, JMHO's