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


To: pheilman_ who wrote (77529)8/16/2001 12:58:38 AM
From: Dave B  Read Replies (1) | Respond to of 93625
 
PH,

IP-only companies are possible. The issue is getting IP into a standard, without revealing it, then extorting high royalties after the standard becomes popular. In this field each company has a vast number of patents to trade with each other, to some degree to lock out new competitors, also for defense.

Again, there was a lot of animosity and so on directed at Rambus before they went after the SDRAM and DDR royalties, so that's not the issue. It wasn't that they wanted royalties on SDRAM, it was that they wanted royalties on RDRAM. Appleton and Harmon had their "fight" before the request for SDRAM royalties was presented. As for trading patents, sure it's a great idea, but are you saying that only those in the "industry" are allowed to come up with ideas that affect the industry?

The point above affects your argument about Hitachi as well. Certainly the animosity increased when the first lawsuit hit, but it was there long before then.

Sorry, let's get right to that evil part, the stuff just doesn't work very well. Making a bus narrower and much faster is simply bizarre, for decades data busses have gone in the other direction.

So is the Rambus bus. It started as 8-bits. Then went to 16. Now they've announced 32-bit busses. And faster transfers per pin, at that.

Faster signals mean more power, more radiation, tighter tolerances, and additional costs for terminations. It is an academic approach and was rejected by everyone but Intel. (It is going to be fun to see what Intel was thinking. It has been about as counterproductive as the microchannel bus in terms of controlling clones.) See, all of the problems can be handled, but the original premise is where the mistake was made.

Those statements/problems apply to DDR at 266, 333, etc. as well. Why is it such a problem for you that RDRAM does it? This is, I believe, the exact issue that the memory guys said they were ignoring when they said that Rambus had been working on the interface-level issues.

And as CPUs got faster, and had larger caches, either latency was the most critical to the performance, or more often main memory (DRAM) served as a disk cache and only size was important

As we agreed recently (Carl included), latency is a non-issue today for the basic office-style apps. Any system built within the past 3 or 4 years roughly (to Pentium 266s with SDRAM) work fine for everyday apps. So latency isn't important (the computer spends much more time waiting for you to type). Carl agreed with this statement.

The door is still open for the needs of future apps. Do you think that latency will be the most important issue for future applications? What apps would those be?

Thanks,

Dave