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

To: Scumbria who wrote (55987)	9/30/2000 11:15:25 AM
From: Sam P.	Read Replies (1) \| Respond to of 93625

Scumbria, More crap from the maestro.The semiconductor industry does include Intel,Sony,Samsung,Toshiba,NEC...(probably not the co. you get paid to bash for).It is true that nobody likes to pay royalties but it is part of the cost of doing business.You said you were not an expert on patents but insist Rambus innovation are obvious and dont deserve royalties.I guess we have to wait for the courts to decide or the waterfall of settlements likely to follow. Tough Luck Scum

To: Scumbria who wrote (55987)	9/30/2000 12:08:15 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<Rambus is (has) alienated the entire semiconductor industry. The industry is scrambling to find new technologies, just to make this company go away. Is that a good long term strategy for Rambus?>> I believe you mean long term POSITION for RMBS, as opposed to strategy. Either way I agree with some of the statements, with exception. RMBS did not alienate INTC or SAMSUNG. They probably alienated 85% of the industry, just a guess and no need to argue over percentages. Is the industry scrambling to make RMBS "go away". Yes but they failed big time with DDR. Now they will pay a higher royalty on this than RDRAM. Some success huh? Since it took 6 years for Team DDR, and we still have not seen DDR in a production for sale PC, I would hazzard a guess that RMBS is safe from such nonsense for another 6-8 years at least. RMBS owns the IP and the industry knows it. But their first 6 year "scramble" is laughable (from a royalty and avoidance perspective at least).

To: Scumbria who wrote (55987)	9/30/2000 12:11:35 PM
From: mishedlo	Read Replies (4) \| Respond to of 93625

Lighting Data Transfer Comments on the following post from Artie on the FOOL? AMD is touting a technology, Lightning Data Transfer, that Transmeta seems to be very interested in. I don't know much about it, but I noticed several knowledgeable longs on Yahoo have commented that is perhaps why AMD was hiring Rambus savy engineers. I was speculating it would be really nice if Lightning Data Transfer is promising, and uses a few Rambus patents in places. Hopefully, (unlike DDR)this would be unambiguous and straight forward. Here's an article I found: AMD has major plans for its LDT bus Apr. 29, 2000 (Electronic Buyers News - CMP via COMTEX) -- Silicon Valley-Advanced Micro Devices Inc. is quietly taking the next steps in its journey from component supplier to technology provider by trying to broadly license its proprietary Lightning Data Transfer (LDT) bus technology. AMD is trying to establish LDT as a universal interconnect, a single bus for what Mitchell calls "the bus hodge-podge" of PCI, Accelerated Graphics Port, DRAM, and other dedicated high-bandwidth buses inside a computer. According to Mitchell, LDT design work is taking place in PC chipsets and multiprocessor chipsets, but the bus is also being considered as an integrated I/O link within embedded RISC microprocessors, embedded RISC chipsets, PCI-X bridge chips, and OEM routers and switches. ... The LDT technology was originally designed to provide high-bandwidth connections between the north bridge of a chipset and other bridge chips, whether it was the south bridge or some specific I/O bridge, such as a dedicated Infiniband host controller. The bridges could also be daisy-chained across a single LDT link. ... But AMD sees the technology as being extended "up" into a point-to-point connection for servers, eliminating the microprocessor bus entirely. For 32-bit Athlon multiprocessor systems, Mitchell disclosed that a superset of the LDT specification, or "coherent LDT," has been developed for non-uniform memory-access matrixes, where arrays of processors can access dedicated local memory as well as "distant" memory that is attached to other CPUs. Mitchell also said that the forthcoming Sledgehammer 64-bit microprocessor will contain an integrated north bridge with an LDT connection... Message 13529688 Artie