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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (123811)	9/13/2000 7:51:27 AM
From: stribe30	Respond to of 1588989

Richard, this snippet out of the same report I just quoted for AMD I thought you and your Rambus cohorts would find extremely interesting to say the least (Note that if you go there to read the full report, this was prior to the NEC announcement, hence the "rumours" report about NEC being the next to sign). "Micron filed a U.S. lawsuit at the end of August, charging Rambus with anti-competitive practices and alleging that the patents claimed by Rambus are invalid and unenforcable. This was quickly followed up with a similar suit filed by Hyundai. This week, Rambus filed suits against Micron and Hyundai in Europe, apparently hoping to either tackle Micron outside of their 'home court', or possibly to take advantage of more stringent patent laws in Europe. Though normally these issues rarely ever actually go to court, some sources familiar with Micron have indicated this one will have to be resolved in front of a judge. Apparently Micron views this as an issue based upon principles, and if history is any indication, they are not reluctant to stick to their claims all the way to the end - win or lose." realworldtech.com

To: richard surckla who wrote (123811)	9/13/2000 7:58:01 AM
From: stribe30	Read Replies (1) \| Respond to of 1588989

Richard; more stuff on DRAM from that same report: On DDR SDRAM, good news and bad news. Good News: "AMD has been working very closely with Micron to enable the DDR platform, and feel confident that product will be shipping by mid-Q4. Micron has indicated that they feel AMD is closer than any other manufacturer to having a functional DDR chipset." Bad and Mixed News: "One of the most troubling reports, which was provided by an anonymous member of Team-DDR, is that Micron is seeing incompatibilities between modules and chipsets. Currently, though Micron lists DDR modules as being available through Crucial Technology, there are a very limited number of them, and all are 64MB parts. Further, none of these modules will function on all DDR capable chipsets. As of last week, it did not appear that the problem had been identified yet. Amazingly, several motherboard manufacturers indicated that they were Beta testing DDR boards, and had not encountered any such problems - but they may be using a pre-validated set of modules." On DRDRAM.. Mixed News: "Despite the best efforts of Rambus, Inc., most memory manufacturers seem to be edging away from DRDRAM. Recently, sources reported that Hyundai is abandoning their DRDRAM plans, and neither Infineon nor Micron has shipped any DRDRAM to date. Samsung, Toshiba and NEC continue to produce product, however the volumes are relatively small in relation to the whole DRAM market. Prices for DRDRAM have dropped dramatically over the past 3 months, and currently stand at twice the price of an equivalent SDRAM module. While this should be considered good news, it seems that it is having little effect on demand. Both Intel and Rambus hope that the introduction of the P4 will spur demand, however it remains to be seen how well the P4 will be received. If this does happen, however, it is possible that prices will spike upward. Intel may have anticipated this with their Rambus credit program." realworldtech.com (My disclaimer - I do not own stock in Rambus or any DRAM Companies.. or AMD or Intel for that matter. Just a hardware geek. :) Nor do I wish to get involved in the religious wars that RMBS people and others on here and elsewhere are involved in.. hence the reason I posted this to you here, and not on the RMBS thread.. I dont feel like reading hate mail all day.)