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

To: mishedlo who wrote (56599)	10/4/2000 5:00:49 PM
From: Scumbria	Read Replies (3) \| Respond to of 93625

Michael, I'm just trying to establish a baseline of Sylvester's knowledge. I'm guessing that the Yahoo crew is off trying to investigate this question, and that they will provide Sylvester an answer in a few hours. Scumbria

To: mishedlo who wrote (56599)	10/4/2000 5:12:55 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

Behavior of SLDRAM Inc. by: ridingthebus 10/4/00 12:33 pm Msg: 167995 of 167999 Anyone who believes JEDEC is a benevolent group of memory makers as described by Micron's filing should take a closer look at the action of JEDEC members within SLDRAM Inc. Some quotes from President of SLDRAM, Farhad Tabrizi and other industry insiders: "For the companies that want to take this approach, the DDR SDRAM is a very near-term, short-lived opportunity. So naturally they are putting a lot of engineering resources on it now. That does not mean that they are backing away from the next generation of devices at all," Tabrizi said. "The more we get into the SLDRAM design," said Gil Russell, technical marketing manager at Siemens AG, "the more it seems self-evident that SLDRAM is the only way to reach the goal of 800 million to 1 G transactions per second." scribe.fool.com "To counter this threat (RDRAM), an ad hoc specification for a Rambus-like architecture is being developed in a hurry. This is called Synclink DRAM (SLDRAM), and information can be found at www.scizzl.com." zdnet.com From the SLDRAM whitepaper. sldram.com "SLDRAM builds on the features of SDRAM and DDR with the addition of packetized address/control protocol, in-system timing and signaling optimization, and full compatibility from generation to generation." "With a 16bit wide data interface, these 1st generation SLDRAMs offer a data bandwidth of 800MB/s." So to sum it all up, we have the president of SLDRAM corporation, Farhad Tabrizi saying DDR is short lived and to be replaced by SLDRAM. We have a Semiens person saying SLDRAM is the only way to achive the memory needs of the future. John Dvorak of ZDNet is calling SLDRAM Rambus-like. The SLDRAM whitepaper clearly shows it to be RDRAM like. SLDRAM even copied the 16 bit wide data interface and packetization technics used by Rambus in the early 90's. A quick study shows them to act more like a thieving cartel looking to muscle Rambus out of the memory market by stealing their IP. I believe SLDRAM was created and supported by the memory makers (and JEDEC) in an attempt to beat RDRAM into the market and/or block them from the market. In essence, I believe JEDEC members saw the direction that Rambus was head in with it's packet based memory technology and said we won't endorse your product but will create our own packet based memory. These Memory Makers copied RDRAM and then claimed the copy cat to be the wave of the future. Interesting. I wonder if any of this will become part of the Rambus discovery process? Any anti-trust issues here?

To: mishedlo who wrote (56599)	10/4/2000 5:21:03 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

DDR references removed at www.crucial.com (MU's TEAM DDR website) Has anyone else noticed how quiet DDR has become in the past couple of weeks? Several weeks ago: We were being bombarded by press releases from every DDR chipset and mobo maker. Crucial Technologies (Micron's DRAM subsidiary) was prominently displaying "Team DDR" and DDR info and pricing on their web site home page. All the CMP trade journals had an incessant stream of DDR articles. The techie web sites were promising reviews and benchmarks of prototype DDR systems. Some of the reviews and benchmarks were delivered but on a small subset of their normal benchmark tools, citing system problems with certain benchmarks. Today: No new information on the techie web sites. The DDR chipset, mobo, and DRAM manufacturers are all surprisingly quiet. The flow of DDR articles from CMP et. al. has diminished to a trickle. Crucial Technology has virtually removed all DDR references from their homepage. A search on their site shows two hits on the word "DDR" with all the DDR content relegated to an orphaned section of their site. What's going on? RB