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

To: blake_paterson who wrote (53830)	9/18/2000 2:51:38 PM
From: GVTucker	Read Replies (4) \| Respond to of 93625

blake, thank you for finally giving me a counterpoint to my statements. After a week and a half, an elaboration beyond, "You're wrong." is refreshing. I don't mean to imply that the Hitachi and NEC licenses expire on 31 Dec 2000, just that they appear to be irrelevant after that. It certainly is possible that what you maintain (the NEC manufacturing arm is the party responsible for paying the royalties) is true. This is the first I've heard of it. This quote from the referenced article: "An NEC spokesman in Tokyo last week confirmed that the company is now paying royalties for synchronous-memory technology used to manufacture SDRAM and double-data-rate SDRAM, and will continue to do so through the end of the year. "After that, all our [development and marketing] DRAM operations are transferred to NEC Hitachi Memory Inc., which is a separate entity," he said." seems to contradict that thought. Again, there is no direct quote that either side is correct in their assumptions. Again, thanks for your thoughts.

To: blake_paterson who wrote (53830)	9/18/2000 2:54:44 PM
From: Daniel Schuh	Respond to of 93625

No spin, simply logic and facts On that front, want to take a crack at this little "logic and facts" tidbit, Blake? Steinberg said Rambus filed its SDRAM and logic-interface patent claims two years after leaving JEDEC in 1996. ebnews.com That would be one Neil Steinberg, vice president of intellectual property at Rambus, saying that Rambus filed its SDRAM claims in 1998, not 1990, as everybody here likes to claim. Why, exactly, patents claims made by Rambus after SDRAM was already in production should be taken seriously is a question for the courts, I guess. Or, for the local flacks, authoritative legal posts from Yahoo. Logic and facts don't, on the surface, seem to have much to do with it.

To: blake_paterson who wrote (53830)	9/18/2000 3:18:51 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Blake, P4 launch time is approaching and it seems that the attack on Rambus' license, benchmarks and the adequacy of the P4 arcitecture is reaching a new fever pitch. More comparisons between non existent "products" and real one year old Intel products show the superiority of the products you can not buy over those that you can buy. Now we have Anand cooking the benchmark results on the 820/PC to show the superiority of the DDR. We have The Register be adopted and approved by AMD as an official organ of Jerry Sanders. Perhaps Anand wants similar status to the Register and Tom's hardware and Inqst. How come these high performance Athlon systems are not making any headway at all into the workstation market while the 840/RDRAM systems have taken 75% of the worldwide market? I guess those workstation owners are all fools. <G> I guess Inqst and the rest of the official organs see no problem with the lack of industry standard specifications on DDR and DDR controllers. I guess there is no problem with a "major launch" of a new product through second and third tier white box vendors.<g> No major OEM has indicated any interest in the DDR platforms. There is no compelling reason to adopt these risky platforms either becuase they show no performance advantages over the PC133 systems and they have the horrible liability of incompatible sticks. Unfortunately, this thread is being dominated by the AMDroids. I get some respite from seeing these clowns take a big hit on their AMD and MU stock. JK