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

To: Zeev Hed who wrote (71255)	4/29/2001 8:38:18 PM
From: cordob	Respond to of 93625

Once you read the "deadly menace" memo from IFX, this becomes more and more a certainty (VBG). Zeev, I have read that memo a long time ago. It is unimportant imo. It does not prove zilch. We have to get back to the patents and patent law to see what the situation is imo. Rambus probably used as much of the MM's Ip and knowledge as the other way around. One cannot get "moral" about this issue imo. Cheers Cor PS I am now going to bed.

To: Zeev Hed who wrote (71255)	4/29/2001 9:05:32 PM
From: SBHX	Respond to of 93625

Zeev, My drinking buddies tell me that intc senior management went to bat for rmbs very very hard, and would like nothing better than to have control of memory types. I'm guessing that intel's strategists are aware of moore's law correlated with the growth rate of yrly cpu sales compared with the world's population growth and can foresee that the pc slowdown in the absence of the killer app was just a matter of time. In the early days, will intc do anything to undermine rmbs? I seriously doubt it, some there must see it as one more way to control the "open-pc-standards-menace" that is the clear path to commoditization. This doesn't help their bottom line if pc prices were to continue its rate of decline. Judging from their recent attempts at controlling/hardball licensing with slot1/socket370 et al interconnects, PII host bus I/F and future AGP replacement, the new intel is all about setting proprietary standards that they can control. Making rdr a standard is a way to increase their competitive advantage. Their licensing terms are likely to be more lucrative than anyone else out there. Nope, intc had a lot to gain from enforcing rdr as a royalty based std. <g>

To: Zeev Hed who wrote (71255)	4/30/2001 12:35:24 AM
From: Ali Chen	Respond to of 93625

"I would not be surprised if even unintentionally, some of RMBS's IP leaked into the specs." You must have a tremendous power of deduction! How anything can "leak" into SDRAM specs when the Rambus observer was continuously present on all JEDEC meetings, and was asked explicitly whether the spec would infringe current Rambus patents and applications? Could you recall any official Rambus response on this issue? Huh? To refresh your memory, read this again and again: Message 15714482 What could be any more clear than that? I told you before that you must be either a accomplished liar, or a rounded dolt. Now I suspect you are 50/50.