To: Pat Hughes who wrote (54346 ) 9/21/2000 8:37:28 AM From: Zeev Hed Read Replies (1) | Respond to Pat, I believe the German suit (the first to be decided) relates only to DDR and SDRAM. The SDRAM part is moot, since it will relate mostly to past events (if we assume that SDRAM will not be significant) in three four years. Thus even a negative outcome on DDR should be viewed in the light of what you think the outcome of the DDR vs DRDRAM battle will be. Since I disagree with my learned colleague, Carl that DRDRAM is "dead, dead, dead", I think that long term, the outcome is of little significance. I view the current suits and the demand of Royalties by Rambus for SDRAM and DDR as a tactical move to try and nudge the market in the DRDRAM direction without that interim detour through DDR. If the memory market of two three years down the road is split between DDR, DRDRAM and who knows what else, DRAM will be less of a commodity, and neither will come down sufficiently in price to satisfy Intel's long term strategic goals.
