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

To: SBHX who wrote (63180)	12/19/2000 6:06:23 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

SBH, They should be encouraging sales of DDR, not trying to destroy it. They know that they can't hurt DDR, and they know that the only chance to collect royalties comes from litigation. i.e. Rambus is desperate to win a lawsuit. The company depends on it. Their engineering is all but dead, and the company is completely reliant on some old patents which have not been proven to have any validity. Scumbria

To: SBHX who wrote (63180)	12/19/2000 8:24:06 PM
From: jim kelley	Respond to of 93625

Scared... Rambus is no doubt trying to negotiate royalty payments on the DDR memory controllers embedded in the NVDA chipsets. These controllers use mechanisms patented by Rambus. RAMBUS already collects royalties from OKI, SAMSUNG, NEC and Hitachi on products which use Sdram, DDR and RDRAM controller logic. RAMBUS probably does not care whether NVDA uses DDR or RDRAM at this point in time. This is worth about 24 to 30 million per year to RAMBUS in royalties.

To: SBHX who wrote (63180)	12/19/2000 10:51:50 PM
From: Bilow	Respond to of 93625

Hi Scared but Hopeful; Rambus is trying to move the industry towards RDRAM and away from DDR for long term strategic reasons. If the industry goes with DDR, even if Rambus collects royalties on it, it will be a lot easier for the industry to write Rambus out of the next generation memory standard. So Rambus charges more for royalties on DDR than RDRAM. Of course the royalty request against Nvidia is for the priviledge of making a controller that uses DDR or SDRAM. Such requests could be made to probably 1000 companies, as every design that uses SDRAM or SDRAM memory modules would be using Rambus patents in the initialization sequence for the memory. -- Carl