SI
SI
discoversearch

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

To: Tenchusatsu who wrote (52726)9/6/2000 4:30:41 PM
From: GVTucker  Respond to of 93625
 
I wonder if anyone in MU management is looking back on how things have turned out. It would have been so easy for MU to make an early commitment to DRDRAM and probably get a free pass on the whole DDR and SDRAM problem.

If MU is right in that DRDRAM flops, they slide along scot free. If MU is wrong, they would have had to pay the bulldog anyway.

Instead, they dig in their heels in typical MU fashion.



To: Tenchusatsu who wrote (52726)9/6/2000 4:43:01 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Tenchusatsu,

This is the kind of favoritism that makes anti-Rambus parties like Micron cry, "Anti-trust violation!"

You don't need to take cash in return for your IP -- you need a "balanced benefit" (my phrase) in the deal. You can take sincere marketing efforts, exclusivity, etc. in place of cash. It's not favoritism.

If Micron offered to push RDRAM as strongly as Intel and become a truly strong advocate of RDRAM, I'll bet that Rambus would give them the licenses almost for free (the key is obviously to have real, measurable milestones in place to ensure that it's not just lip-service). But Rambus could make a strong case to follow-on licensees that the PR value of their signing is significantly less than Micron's.

Dave



To: Tenchusatsu who wrote (52726)9/6/2000 5:49:55 PM
From: jim kelley  Respond to of 93625
 
Ten

Intel has risked billions on the RDRAM and they deserve to get a special deal. Nothing wrong with consideration for consideration.



To: Tenchusatsu who wrote (52726)9/6/2000 5:57:03 PM
From: Daniel Schuh  Read Replies (1) | Respond to of 93625
 
Anti-Rambus parties like the known universe beyond Intel and Rambus? Like everybody who isn't very well disposed toward the "money for nothing" concept? Not to mention that there are a number of Intel engineers on SI who don't think much of Rambus, but I'm sure you know more than they do.

I know, Rambus is too good for the rest of us.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News