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

To: tinkershaw who wrote (73392)	5/21/2001 11:33:40 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi tinkershaw; Re: "Please name one mass market DDR desktop product that DDR is in." This has been a long line in a series of retreats by the Rambus crowd. This is just their latest line of defense, and it will crumble in the next few months just like every one has before. Let's review these: (1) Why aren't there any DDR MB benchmarks out? Then DDR MB benchmarks got let loose, and they were good, so Rambus longs retreated to: (2) Where are these DDR machines? They aren't available anywhere. And when Micron PC began selling DDR machines, Rambus longs retreated to: (3) Why is it that Micron PC is only selling PC1600 type DDR machines? We think that PC2100 will never work. And when Micron PC began selling PC2100 computers, Rambus longs retreated to: (4) Why is it that Micron PC has such a long lead time on DDR machines? We think they're broken and don't work. And when Micron PC filled their back orders and reduced their lead times, Rambus longs retreated to: (5) Why are all these companies (i.e. AMD, VIA, SiS, ALi) supposedly making DDR chipsets but none are available at PriceWatch? Then when boards became available at PriceWatch, the Rambus longs retreated to: (6) Why are there no 1st tier computer suppliers selling DDR computers? We think the 1st tier players won't touch DDR because it doesn't work. And when Compaq and HP began selling DDR computers on their websites, the Rambus longs retreated to: (7) Why isn't DDR in any mass market DDR products? And Rambus longs will soon enough retreat out of that position into their next line of defense: (8) ??? Denial isn't just a river in Egypt. -- Carl P.S. On the memory front, there was also this sequence of retreats: (1) How come the DDR specifications aren't complete? We don't think that industry will ever get it right, it takes a brilliant company like Rambus to design memory properly. And when the DDR specifications completed, the Rambus longs retreated to: (2) How come the DDR DIMM Gerber files are still in the preliminary stage? We don't think this technology will ever see the market. And when the DDR DIMM files were released for completion, the Rambus longs retreated to: (3) How come DDR is supposedly ready to mass produce, but no one is selling any? And when Crucial / Micron began selling DDR DIMMs to developers, the Rambus longs retreated to: (4) How come Crucial is saying they have DDR DIMMs, but are only selling it to developers? The stuff must be buggy. And when Crucial began selling DDR to anybody who wanted it the Rambus longs retreated to: (5) Why are the DDR MBs on PriceWatch so expensive, and why are so few available? And now that the number of pages of DDR DIMMs equals the number of pages of RDRAM RIMMs, the Rambus longs retreated to: (6) Why are DDR DIMMs so expensive? RDRAM is cheaper! (Which was never true.) And then when it became painfully obvious that not only was DDR considerably cheaper than RDRAM, and that the disparity was becoming even more so, Rambus longs concluded that DDR had failed, and went on at length about this, (LOL).

To: tinkershaw who wrote (73392)	5/21/2001 11:51:26 PM
From: Dan3	Respond to of 93625

Re: Not graphics cards but as memory. LOL! What function do you think it's performing in the graphics cards, voltage regulation? Check out HP's or Compaq's web sites if you want to buy computers with DDR main memory. Here's a nice example of a quick-ship preconfigured system: a44.g.akamai.net

To: tinkershaw who wrote (73392)	5/21/2001 11:58:21 PM
From: Bilow	Respond to of 93625

Hi tinkershaw: Re: " BTW, if the patent case was as closed and shut as you say, as quoted from Judge Payne, then why in the world did 1/2 of the DRAM industry sign SDRAM and DDR licensing agreements. We are talking .75% and 3.5% + controllers. That is not small change. If Judge Payne's decision is proper, this use of the term bus would have been apparent from the file and available for all of these parties, like Samsung and their army of attorneys to have seen. Instead they reviewed the patents and signed very lucrative licensing agreements for Rambus." Since neither of us has actually seen the licensing agreements, we can only speculate. My guess is that Rambus is providing some sweeteners to these deals that make them hard to turn down. I don't know what those sweeteners are. But this much is known: (1) There is language in the patent agreements that absolve the companies involved from paying royalties in the event of a court loss by Rambus (or something like that). I would hazard a guess that there is also language to the effect that Rambus will pursue the cases quickly, therefore not leaving the signees at a royalty disadvantage against the non signing companies for a long period of time. The best evidence I have for this is that Rambus sued in the Rocket Docket, but then tried to delay the proceedings as much as possible, both in that venue and in the Micron one. In the transcripts published on Rambusite, there are no cases where a judge accuses Micron, Hyundai or Infineon of deliberately delaying the trial, but there are numerous ones where one accuses Rambus of doing that. I am guessing that the Rocket Docket figured into some of the agreements signed. (2) Rambus gives stock and/or warrants to companies it does business with. (Read the 10-K for details.) Wait till you see what Micron will bring out in their case against Rambus; based on who they are deposing, I would guess that they are going to accuse the bus of using secret terms in the agreements already signed to perpetrate a fraud. This is only my uninformed guess, but it should be fun to watch. (3) The agreements have royalties that depend on production levels. There could be some reasons associated with the RDRAM royalties that would influence companies to sign. The total market for DRAM and controllers is likely around $60 billion per year. If Rambus really were collecting an average of 1% of that, (higher than SDRAM, lower than RDRAM and DDR), they should be seeing $600 million in income per year, or $300 million for 1/2 the industry. This is considerably higher than the amounts they are reporting on their 10-Qs. Maybe the royalty "rates" actually are 0.75% and 3.5%, but there are other terms in the deals that reduce the amount actually paid. Hey, Rambus is the company that has been convicted of fraud, not the market makers. (4) These agreements are undoubtedly long detailed things about which we know very little. It could be just about anything. -- Carl P.S. My figures for the percentage of the 2001 production of SDRAM, DDR, and RDRAM that Rambus signed for SDRAM and DDR royalties is (in million chips/year figures) 650/1532 = 42%. I could run the numbers for the RDRAM vs SDRAM and DDR split, but I don't feel like doing it right now. Ask me later.

To: tinkershaw who wrote (73392)	5/22/2001 12:15:39 AM
From: Sully-	Read Replies (1) \| Respond to of 93625

Hi tinker, Had to LOL really hard over the last few posts of yours. I recently pointed out the motives of the local TEAM FUD being no different than typical bashers on the YAHOO threads in terms similar to yours. Then having posted a POV similar to yours about those who have signed agreements with RMBS (in the post I'm responding to), there was no eloquent debate whatsoever. Instead, the focus was on insults, personal attacks & reinventing my resume ad nauseam. Meanwhile Team FUD loaded up on posts of questionable value that had nothing to do with debating the relevant issues being presented. Don't be too surprised to have your relevant points be blithely ignored by some & others will attack you rather than engage you any relevant debate of the issues. As you can see, when the facts & logic are clearly favorable toward RMBS & there is no easy way to spin it negative without resorting to blatant lies, it will be ignored by Team FUD. If you persist they will attack you, not the issues & the thread will be bombarded with inane posts of questionable relevancy until the issues you have raised are forgotten. FWIW, their ploy works because there are enough people willing to spend their lives here to disrupt relevant discussions by any means necessary. BTW, your relevant & logical POV is not lost on everyone. Appreciate hearing from you here. Ö¿Ö

To: tinkershaw who wrote (73392)	4/14/2002 4:15:43 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi tinkershaw; Long time no see. Some time ago, you wanted to know the name of a mass market DDR desktop product that uses DDR in something other than the graphics: tinkershaw, May 21, 2001 BTW Bilow, You never answered my simple question of 1-2 weeks ago. Please name one mass market DDR desktop product that DDR is in. Not graphics cards but as memory. A product that is selling in the millions of units, oh, like RDRAM is. Seems you like to ignore the most basic and important questions and convolute the board with the irrelevant and overly complex. A well known form of subterfuge. Of course you had to by-pass this question, becasue an honest answer would be NONE, BUT JUST WAIT 90 MORE DAYS. But heck, RDRAM is only an interim solution by Intel, right? {sarcasm all}. ... #reply-15833357 My answer was this: Bilow, May 21, 2001 This has been a long line in a series of retreats by the Rambus crowd. This is just their latest line of defense, and it will crumble in the next few months just like every one has before. Let's review these: (1) Why aren't there any DDR MB benchmarks out? Then DDR MB benchmarks got let loose, and they were good, so Rambus longs retreated to: (2) Where are these DDR machines? They aren't available anywhere. And when Micron PC began selling DDR machines, Rambus longs retreated to: (3) Why is it that Micron PC is only selling PC1600 type DDR machines? We think that PC2100 will never work. And when Micron PC began selling PC2100 computers, Rambus longs retreated to: (4) Why is it that Micron PC has such a long lead time on DDR machines? We think they're broken and don't work. And when Micron PC filled their back orders and reduced their lead times, Rambus longs retreated to: (5) Why are all these companies (i.e. AMD, VIA, SiS, ALi) supposedly making DDR chipsets but none are available at PriceWatch? Then when boards became available at PriceWatch, the Rambus longs retreated to: (6) Why are there no 1st tier computer suppliers selling DDR computers? We think the 1st tier players won't touch DDR because it doesn't work. And when Compaq and HP began selling DDR computers on their websites, the Rambus longs retreated to: (7) Why isn't DDR in any mass market DDR products? And Rambus longs will soon enough retreat out of that position into their next line of defense: (8) ??? #reply-15833775 What I'd like to know is what line of defense have you retreated to now? Or have you given up on the 'bus? -- Carl