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

To: Bilow who wrote (49550)	8/13/2000 2:46:14 AM
From: NightOwl	Read Replies (4) \| Respond to of 93625

Carl, I gathered from the Platform 2000 remarks their CEO made, that he was among the Anti Rambus faction within INTC before he left. He was apparently predicting the "DOA" prognosis for DRDRAM at least as early as you were here. What surprises me more than his support DDR is his support for JEDEC. As an INTC grad I would think that he'd see the RMBS model (burn and pillage) as the way to go. ...But then again, he's pushing CPU's not bus designs. Assuming you have been in the semiconductor market long enough to know, can you tell me anything about the history of JEDEC? I am wondering whether it's formation had anything to do with the TI DRAM patent disputes that I think you, Scumbria and Dan3 have referred. I tried their WWW site but, understandably, they don't explain the juicy bits in their self descriptions. 0\|0

To: Bilow who wrote (49550)	8/13/2000 9:50:55 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Carl, Re: Transmeta and DDR I feel sorry for the folks at Transmeta. They sweat blood for many years developing a new low power technology, and will soon see the whole thing go down the drain due to a fatally flawed DRAM technology. If only they had Jim Kelley on their staff, they could have been saved from this horrible tragedy. Scumbria P.S. I hope they had the good sense to make their memory controller work with both single and double rate SDRAM, like almost every other memory controller being designed this year. ;^))