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

To: Dave B who wrote (73637)	5/25/2001 12:12:55 PM
From: SBHX	Read Replies (1) \| Respond to of 93625

Dave B, ...both camps now staking their "success" on support from Intel Not necessarily. I think I agree with you that DDR acceptance is by no means assured. However, as via with PC-133 proved, adoption of a memory is not contingent upon intel's support. And Carl was right when he pointed out that INTC claimed PC133 SDR was unstable right to the very day when the via chipsets hit the mkt and sold like hotcakes. I think the inference is that (1) a P4 socket478 motherboard with a DDR chipset support from anyone of SiS, via, ALi, or intel will be the acid test if there is a future for DDR. (2) The AMD penetration into more mkt share, while interesting, is not enough by itself to push DDR wide adoption. There is the troubling aspect that unless you use 128bit or 5ns (2x200MHz) DDR (very expensive, used by graphics), you can't match the quad pumped 100MHz FSB of the P4, and when that 100MHz becomes 133MHz, you need sub 4ns DDR, which are even more expensive. But overall, this drama still has some legs. Regards, SbH

To: Dave B who wrote (73637)	5/25/2001 12:27:03 PM
From: charred water	Read Replies (1) \| Respond to of 93625

Dave, Near miss on sub-$1000 challenge. Thanks to BUMPSTEER and quad_pumped_abby, Dell featured system 'almost' makes the challenge for a sub-$100 system. The only miss is a 1 year warrantee instead of a 3 year warrantee. dell.com Message 15447480 p.s. Upgrading to 3 year warrantee is $119

To: Dave B who wrote (73637)	5/25/2001 3:31:45 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Case dismissed in Italy... Micron Wins Legal Victory RELATED SYMBOLS: (MU)(RMBS) BOISE, Idaho, May 25, 2001 (AP Online via COMTEX) -- Micron Technology Inc. scored a legal victory this week after an Italian judge ruled it didn't infringe on patents held by Rambus Inc. Micron spokesman Sean Mahoney said a judge in Monza dismissed the case that involved Micron's manufacturing facility in the city of Avezzano. The suit sought an injunction against manufacturing until the Boise-based computer chip maker paid royalties on memory chips which Rambus claimed used its patented technology. The judge ruled on Thursday that Micron had not infringed on patents, Mahoney said. A similar battle is being waged in the United States between the two companies. A hearing next week in U.S. District Court has been delayed. The federal judge in Delaware, who is presiding over the Micron-Rambus dispute, canceled a May 31 hearing so he could review the decision another federal judge issued earlier this month in Virginia in a similar case Rambus brought against German chip maker Infineon Technologies. The judge in Virginia also dismissed Rambus' allegations of patent infringement. That case involved a chip design that helps accelerate the speed of video game consoles and personal computers. Micron filed a suit against Rambus last August, asserting violations of federal antitrust laws, and claims non-infringement and non-enforceability of Rambus patents. After reviewing the Virginia court ruling, the Delaware court will confer with the parties to determine what issues, if any, remain to be tried, Mahoney said. If the judge tosses out all patent-related charges, Micron still has the choice to pursue the antitrust and fraud charges against Rambus. Copyright 2001 Associated Press, All rights reserved -0- APO Priority=r APO Category=1700 KEYWORD: BOISE, Idaho SUBJECT CODE: 1700 (Public Company & Wall Street & Business & High Tech & Community) A service of the Financial Data Cast Network (FDCN) and Window On WallStreet Inc.