Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: NightOwl who wrote (7557)	8/13/2000 1:38:11 AM
From: goldie	Read Replies (1) \| Respond to of 14464

Has the owl turned into an unabashed bull? Hope this is for real this time. Regards, goldie

To: NightOwl who wrote (7557)	8/14/2000 3:14:58 PM
From: NightOwl	Read Replies (2) \| Respond to of 14464

THE RAMTRON STORY, Chapter V: Competition Is Our Friend Last week we left our hero cooking up a tasty brew of embedded SRAM replacement chips for CISCO via Cypress via Infineon. This week we find out why. Infineon doesn't want to play on the RAMBus Line: semibiznews.com So it was decided they could reduce their exposure to the nasty old RMBS Patents by shifting production from the PC to the embedded com ASIC market. EMS has four things going for it on this Cypress development of a specialized eDRAM product: 1) The competitive advantage of being a leader in high speed memory design. 2) Offering designs which can outperform DRDRAM thus avoiding RMBS IP. 3) Designing for the embedded market eliminates the possibility of RMBS even attempting to impose a royalty for a controller connection to the eDRAM. 4) If its possible to avoid any of the "asserted" RMBS SDRAM/DDR patents in designing the new eDRAM we can assume RMTR is exploring the possibility. The timing of this agreement with Cypress (2H '99) and schedule for commercial production (2001) appear to be right for such an effort. So it appears that RMTR may well be both an alternative to the RMBS DRDRAM patents and a method of minimizing the impact of a possible settlement of the RMBS litigation. Repeat after EMS: "Competition is our friend. If the Devil didn't already exist we would have to create him." 0\|0