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

To: mishedlo who wrote (52794)	9/7/2000 3:33:04 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Misheldo, Good post! A couple of points for clarification: "One month after Dell consent decree Rambus announced it's resignation from JEDEC in a letter." This DELL matter may simply be a coincidence. I noticed no supporting material was provided to substantiate a causal link between the resignation and the DELL case. I do not think it matters ultimately but it colors the case. "Rambus failed to disclose a specific patent issued prior to the resignation letter.The patent covered aspect of dual clock edge operation. JEDEC had discussed aspects of dual clock edge operation. JEDEC later made certain aspects of dual clock edge operation a part of the DDR Standard." " 2)This seems like a silly complaint. If the patent had already issued it was a matter of public record and is considered "published". There would have been no need for RAMBUS to do anything more. Also, it has been pointed out that RAMBUS had filed European patents and these patents are published 18 months after being filed. So it seems the information in the patents was public prior to 1996. Moreover, the Hitachi answer to the ITC action stated that Hitachi had a many license agreements with RAMBUS: Hitachi License agreements with Rambus: October 30, 1992 February 8, 1995 June 28, 1996 June 1, 1998 November 12, XX Thus, it appears that RAMBUS had already licensed most of the big players as early as the end of 1992. It is hardly a stretch to assume that RAMBUS was licensing their technology under non disclosure agreements and that technology transfers were taking place outside of the JEDEC meetings. Finally, if JEDEC included DDR clocking in its standard after a US patent was already issued, it is their own fault. I think they knew all along about this matter and chose to include it because they thought that RAMBUS was going to push RDRAM and not DDR. In short, they thought they could get away with using part of Rambus' IP. These conclusions are highly probable given Farhad Tabrizi's statements relating to DDR and SLDRAM made in 1997. These companies were looking for a way around RAMBUS' patents even then. (6/27/97) scribe.fool.com zdnet.com JK

To: mishedlo who wrote (52794)	9/7/2000 7:37:58 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

While the price of Rambus RIMMs remains dependent on where you buy and in what quantity you buy it, a major manufacturer of modules for both the SDRAM and Rambus market told The Register today that availability of parts is good and the price continues to drop. John Trolle, CEO of MCT in Denmark, a firm which makes and sells modules in Europe, Asia and the US, said: "Price on Rambus memory is coming down and SDRAM is stabilising and even going up a little bit." Trolle said that his company estimated that by the first quarter of 2001, there would be a "very small" price premium between the parts. At that time, Rambus [memory] will take off, he said. However, he added that this was somewhat dependent on motherboard manufacturers. While Intel has its own reference platform for OEMs and also a boxed motherboard (the Garibaldi) in the offing, some third parties have expressed reluctance to move to the first iteration of the Pentium 4, which has a different pin count than one expected in Q2 next year. Trolle said availability of Rambus memories is now good. "We're shipping, and we can ship now, which was not the position three months ago," he said. ® theregister.co.uk