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

To: Dan3 who wrote (66280)	2/20/2001 11:18:43 AM
From: richard surckla	Read Replies (3) \| Respond to of 93625

How did RMBS IP Join JEDEC Before RMBS? From YAHOO by: xtcpw 02/20/01 08:46 am EST Msg: 220595 of 220626 From the Electronic News article we know that Rambus disclosed their IP to some of the JEDEC member companies some time after filing their April 1990 patent application and prior to joining JEDEC in 1992. ... even before entering into the very first JEDEC meeting, Rambus shared its inventions and its concepts with a number of the industry players under NDA (non-disclosure agreements),” Kanadjian said. Then, in their first meetings after joining JEDEC, they find that Rambus IP was already showing up in a proposed JEDEC SDRAM standard. How did that happen? Clearly Rambus didn't put it there. From a Rambus business plan dated June 12, 1992: “Finally, we believe that Sync DRAMs infringe on some claims in our filed patents How did Rambus IP get into a proposed JEDEC SDRAM standard before Rambus was even a JEDEC member? Surely none of the JEDEC member companies that had been disclosed by Rambus violated their NDA and "borrowed" Rambus IP for the JEDEC standard? Why such behavior would be unethical and possibly legally actionable. And from the outrage expressed by JEDEC and some of it's members in this article, surely none of them could have engaged in such behavior. You don't suppose the answer to this question is also the answer to why almost 50% of the DRAM market have signed licenses with Rambus for SDRAM and DDR?

To: Dan3 who wrote (66280)	2/20/2001 11:25:11 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Dan: The rambus based P4 has problems with all non-DMA PCI cards (which is a huge number from a myriad of manufacturers). What is it about Rambus that makes PCI devices fail? Where the hell you been for last 2 years. Intel recent chipsets including those that support SDRAM do not support PCI addin card like you describe: - PCI video cards. I personally have experience with a Jerimino PCI dual monitor card that worked fine on BX motherboard but fails about 3 times a day not only on 820 chipset with RDRAM but with a 815e SDRAM chipset as well. - Most legacy SCSI RAID cards from Adaptec don't work on 820,815e and 840 and 850 chipsets to boot because of the PCI problems you report about. PCI cards that don't work on INtel platforms are a function of Intel chipset designs not RDRAM as memory type. If you think that VIA or ALI will do a better job at the high end of the computing market then Intel, you are dreaming. On the court issues, let the judges decide on estoppel issues. Regarding patent validity, Zeev has pointed out the salient issues including the European filings in 1990 which cover ther whole spectre of continuation patents in the US. Last but not least I do not give recommendations on movement of RMBS stock prices. john