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

To: mishedlo who wrote (52792)	9/7/2000 1:44:36 PM
From: mishedlo	Read Replies (3) \| Respond to of 93625

Another thought on the thieving cartel ====================================== Anyone who believes JEDEC is a benevolent group of memory makers as described by Micron's filing should take a closer look at the action of JEDEC members within SLDRAM Corp. Some quotes from President of SLDRAM, Farhad Tabrizi and other industry insiders: "For the companies that want to take this approach, the DDR SDRAM is a very near-term, short-lived opportunity. So naturally they are putting a lot of engineering resources on it now. That does not mean that they are backing away from the next generation of devices at all," Tabrizi said. "The more we get into the SLDRAM design," said Gil Russell, technical marketing manager at Siemens AG, "the more it seems self-evident that SLDRAM is the only way to reach the goal of 800 million to 1 G transactions per second." scribe.fool.com "To counter this threat (RDRAM), an ad hoc specification for a Rambus-like architecture is being developed in a hurry. This is called Synclink DRAM (SLDRAM), and information can be found at www.scizzl.com." zdnet.com From the SLDRAM whitepaper. sldram.com "SLDRAM builds on the features of SDRAM and DDR with the addition of packetized address/control protocol, in-system timing and signaling optimization, and full compatibility from generation to generation." "With a 16bit wide data interface, these 1st generation SLDRAMs offer a data bandwidth of 800MB/s." So to sum it all up, we have the president of SLDRAM corporation, Farhad Tabrizi saying DDR is short lived and to be replaced by SLDRAM. We have a Semiens person saying SLDRAM is the only way to achive the memory needs of the future. John Dvorak of ZDNet is calling SLDRAM Rambus-like. The SLDRAM whitepaper clearly shows it to be RDRAM like. SLDRAM even copied the 16 bit wide data interface and packetization technics used by Rambus in the early 90's. A quick study shows them to act more like a thieving cartel looking to muscle Rambus out of the memory market by stealing their IP. I believe SLDRAM was created and supported by the memory makers (and JEDEC) in an attempt to beat RDRAM into the market and/or block them from the market. In essence, I believe JEDEC members saw the direction that Rambus was head in with it's packet based memory technology and said we won't endorse your product but will create our own packet based memory. These Memory Makers copied RDRAM and then claimed the copy cat to be the wave of the future. Interesting. I wonder if any of this will become part of the Rambus discovery process? Any anti-trust issues here?

To: mishedlo who wrote (52792)	9/7/2000 3:39:30 PM
From: Daniel Schuh	Respond to of 93625

Who is more believable, Bob Eminian or ptnewell posting some links on yahoo that come up with nothing related? By all indications, ptnewell is sufficiently idiotic to be right at home on this thread. Here's what Bob Eminian, vice president of e-business solutions at Samsung Semiconductor Inc, was saying a week ago: Samsung said it would produce 55 million to 60 million units of RDRAM this year, accounting for half of all production. Toshiba and NEC make up the other half, Eminian said. electronicnews.com So, total production in 2000 is estimated at 110-120 million. Sherry Garber sure messed up on that prediction. The latest slippage in Direct Rambus is now causing some analysts to consider revising their forecasts. Sherry Garber, analyst for Semico Research Inc. in Phoenix, may pare back her Direct RDRAM estimates. She originally had estimated that 30 million Direct Rambus chips would be shipped this year, or less than a quarter of the 127 million DDR-SDRAMs sold in 1999. Next year, she had predicted that 300 million Direct RDRAMs and 589 million DDR chips would ship.http://www.semibiznews.com/story/OEG19990908S0013 ), dated 9/08/99, i.e. a year ago. Then, there's the recent news from Toshiba, at the end of techweb.com Toshiba Corp. recently decided to scrap a plan to increase RDRAM production this year in order to pump up 128-Mbit SDRAM volume from 5 million to 7 million units per month by December. The production plan for 128- and 144-Mbit RDRAM, meanwhile, was cut from 3 million to 1.5 million per month by December, while 256-Mbit RDRAM projections fell from 500,000 units to 250,000 a month by year's end. Toshiba produces RDRAM for Sony's Playstation II and PCs. "Demand for Rambus in the PC is decreasing, and that's the reason for the revision of capacity," a Toshiba spokeswoman said. "Also, we made our projection a little bit bigger than how it is actually going to be. We'll still have enough for Playstation."