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

To: richard surckla who wrote (51255)	8/26/2000 12:32:02 AM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: I have company tonight but I keep sneaking in here to read the posts. I glanced over the article in question and found it to be positive. It only appears to be negative... You OK there, Richard? Not getting a wee bit nuts about this, are you? If Infineon digs in its heels, there won't be much material news on Rambus for months or years. Then they may win or they may lose. There are some significant questions about both the validity of the SDRAM/DDR patent claims and, if they aren't tossed out alltogether, their enforceability against fellow JEDEC meeting participants. You might think about taking a few deep breaths and settling in for the wait.

To: richard surckla who wrote (51255)	8/26/2000 3:54:50 AM
From: Bilow	Respond to of 93625

Hi richard surckla; Re the news that Intel, Rambus and Samsung are working on reducing the premium for RDRAM by cutting out some of its excess performance. (LOL!!!) Even assuming that RDRAM had any excessive performance to begin with (and getting smoked by PC133 isn't a big indication that that is true), the real problem with the price of the chips is the small number of suppliers... So when Samsung reduces costs on RDRAM, why would you think that will have much of an effect on the price? As it is now there is at least some competition for the parts. If Samsung revs the parts, and creates a new subvariety (that can only work with new chipsets), that new subvariety is going to sell at a premium to the old. I can see the advantage for Samsung, but I fail to see how that is going to bring RDRAM into the mainstream memory arena. This is basically an admission that the current generation of RDRAM is dead, and Rambus and Intel are now pretending to work on another generation. Of course Samsung is going to reduce costs on RDRAM, it is a highly profitable niche market for them. And if they can get Intel to define a new RDRAM spec, this gives them an opportunity to avoid the competition that is slowly (and I mean slowly) building up in the current RDRAM market. Declining RDRAM production at Toshiba says it all. Dead, dead, dead. -- Carl