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

To: jim kelley who wrote (53381)	9/14/2000 2:13:08 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Jim, part of the barrier to high Pentium 4 volumes revolves around the chipset and the platform. The initial platforms for Pentium 4 are rather high cost. That limits the acceptability in a market where the vast majority of consumers will not spend more than $1500 for a computer. Another part of the barrier is the Pentium 4 itself and its rather large die size. Balancing production between Pentium III and Pentium 4 will be a delicate act, assuming that two or three potential Pentium III's is equivalent to one potential Pentium 4. It's best to gradually phase in Pentium 4 volumes, rather than make the transition too abrupt. (That's a major reason why I don't believe that YUK Register article regarding the Israeli fab, since a quick transition like that makes no sense.) So in short, I'm confident that Intel COULD crank out millions of Pentium 4's at release if Intel really wanted to. But I don't think that would be the best course of action, given the opportunity costs. Tenchusatsu

To: jim kelley who wrote (53381)	9/14/2000 2:52:23 PM
From: Don Green	Respond to of 93625

DRAM Face-Off: Rambus Sues Infineon Again Sep 14, 2000 --- Another day, another lawsuit. Rambus Inc. last night tossed the latest legal hand grenade in the memory war of summer 2000, doubling up its assault on Infineon Technologies AG by launching a second patent infringement lawsuit against the German memory maker. Announcing the suit, the Mountain View, Calif.-based intellectual property house (IP) house said it was seeking injunctions to halt the sale, manufacture and use of Infineon SDRAM and DDR SDRAM memory devices that infringe the Rambus IP protected by European Patent (EP) 525 068. A trial has been set for Dec. 22 in Mannheim. Rambus previously filed suit in the Eastern District Court in Virginia against Infineon for willful patent infringement. The patents in the suit, U.S. Patent Nos. 5,953,263 and 5,954,804 stem, from Rambus’ original 1990 disclosure and cover fundamental aspects of high-speed memory invented by Rambus that are now being implemented in SDRAM and DDR SDRAM, the company claims. “Rambus develops and licenses IP -- our objective is to produce innovations that will benefit the semiconductor and systems industries, and by licensing these innovations to generate a return on investment to our shareholders,” said Rambus’ CEO Geoff Tate. In what has become the company’s mantra, Tate continued, “IP is our business and we will not hesitate to protect our IP when it is being used without a license.” Rambus’ move came on top of a memorable 36 hours in which the company launched countersuits against Micron Technologies Inc. and Hyundai Electronics America Inc. in Europe. Rambus also asked the International Trade Commission to stop the Korean memory maker from importing parts into the United States. On the same day, NEC agreed to pay Rambus royalties on SDRAM and DDR.