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

To: Bilow who wrote (74073)	6/1/2001 8:58:26 PM
From: Sun Tzu	Read Replies (3) \| Respond to of 93625

Carl, Right on all accounts. I was going to say the same things but you beat me to it. You must have studied The Prince to read IFX so well. It basically comes down to this, given that IFX itself doesn't have to pay Rambus, why should they ask for the patents to be overturned? There is nothing in it for Infineon. And it makes their competitor's life (Micron) easier. And they can always ask for the motion later on anyway. Sun Tzu PS, if panic buying comes into effect on Monday, I'll be selling into it. PPS Notice that so far there's been no change in the after hours.

To: Bilow who wrote (74073)	6/1/2001 9:24:40 PM
From: blake_paterson	Respond to of 93625

Steve (aka Xenophobe: winternet.com ): Good news from Taiwan: Rambus Good News by: yunhuiwei 06/01/01 07:48 pm EDT Msg: 293146 of 293214 Hi guys, I thought it might be good to post a few good news before the weekend. Here are some highlights (oh, the news are in Chinese and excuse me if I made any grammar mistake, I did all this in a hurry). 1) Rambus & DDR, warming up before the battle The Taipei COMPUTEX show starts next week, but the battle between RDRAM & DDR has already started this week. Asus, Giga & MicroStar will show off new 4 layer P4 main board. (All P4/RDRAM MB are 6 layer now, 4 layer MB saves the manufactures $8 to $10.) ....... Most of the buyers think the DDR performance gain over SDRAM not justify the higher cost, that further deemed the hope of team DDR. ....... But remain cautious, DDR enabled Brookdale chipset may help boost DDR demand later. ctech.com.tw 2) P4 selling like hot cake, DDR sitting on the cold bench Intel has lowered their 1.3GHz P4 another $20 quietly to $170, about 10%. Seeing the market share of P4 rising in the second half of this year, the manufactures are gearing up to produce Intel 845 chipset main board and not to bet on the DDR chipset by VIA, SiS or ALi. .......... Intel estimate the P4 CPU will makeup 1/3 of its production by Q4, so the MB manufactures are getting ready or it. The 850/RDRAM MB will be the main focus for the MB makers, they also hope to gear up for the MB using the 845 chipset. So far no MB maker have received any DDR chipset sample from VIA, SiS and Ali and expressed the low interest of such chipset. ctech.com.tw 3) Winbond Join the RDRAM team Seeing Intel wining the holy war of new generation processor, Winbond decided to join Samsung, Toshiba and Elpida (team RDRAM) against Micron, Nanya and LiJin (I don't know its English name), so called the team DDR. Winbond have sent a high rank officer to the US to meet with Rambus regarding the license issue and to meet with Intel and some manufactures express the will to produce RDRAM for them. In the second half of the year, Winbond will ship RDRAM to the system manufactures and to provide RDRAM for Toshiba as well. ........ udnnews.com 4) Output of AMD MB getting lower According to some MB makers, the AMD platform MB output is significantly lower in this quarter. There is a problem with AMD's 133MHz external bus, and the horrible pricing due to excessive inventory of AMD CPU also caused the makers to put on hold the production to support AMD CPU. ....... According to some MB makers, besides the AMD 133MHz external bus problem, there's problem to pair AMD CPU with VIA KT-133 chipset as well. Now the MB maker, the chipset maker and AMD are all pointing finger at each other. .......There are some "can't boot up" and some "system running unstable" problem,(waoooo and hi ha!, this is my own remark :p) AMD says the problems can be solved if the MB maker would design LCL (I don't know what this is) into the board but the makers think it's the fault of both the chipset and the processor......... ctech.com.tw WRT your spin on tonites news: ..It saves them money to not ask for it, in terms of legal fees.. you are grasping at straws. The amount is udderly inconsequential. BP

To: Bilow who wrote (74073)	6/2/2001 12:49:30 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Mr. Billow: Rambus also filed another brief seeking a new trial. Infineon filed a brief asking that Rambus be enjoined from filing any further infringement claims against the German firm on any of the dozens of synchronous patents that weren't involved in the Richmond case. Infineon argued that the jury verdict of fraud for its silence in the JEDEC standard deliberations would negate all of the Rambus synchronous patents, even those not part of the Richmond trial. The bold bit is the nut IFX really wants. Asking this Court to go further by "voiding" the patents couldn't help IFX any more than the injunction. It would be overreaching considering the small number of patents in issue and the lack of compensatory damages. I doubt that the Court would have "voided" the patents based on the case that was tried in his court. Simply asking for it would be a negative they don't need on appeal. As you say it was a no-brainer. ...It seems that all the "Good News" for RMBS since the trial has been of the "stay of execution" variety. When the P4 gets its new SDRAM/DDR suit and Tate & Friends can no longer get the Mommas & the Popas to stand up and salute at the ephemeral projections as to when DRDRAM will be the "next" memory standard, they will cave and ask for a date certain. There is no way this management crew could eat sufficient crow to survive in nichedom. 0\|0