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thank you cal and all the best with the TechLady.ha
uzzi
check ymb motion to enjoin....
uzzi
thanks very good report da biker
uzzi
cali, can you give a little more inside from teece testimony.
thanks
uzzi
thank to da biker
thanks cali, this answers my question.
uzzi
sorry, i might have ask the wrong way. what i mean is technical point of view...ddr2...in connection with all mm`s.
thanks
uzzi
nice graphic cal, if i remember correctly fb dimm are also covered by rambus patents. could you explain if or how this influence rambus buttom line?
thanks
uzzi
cal, i`m sorry to hear that and hope you`re back on track soon.
all the best
uzzi
amcc was/is rambus partner and jumped today ah. curious as i`m i puted in their search list rambus and they came up with two product pdf`s, but you need to lock in to open it. does anybody have acces and can coment?
thanks
uzzi
cali i hope you don`t mind that i forwarded your invitation to truth in gov. on yahoo. i think he`ll give you some technical advise. haha
uzzi
03/01/06 07:29 pm
Msg: 913220 of 913225
Yesterday we touched on the disclosures surrounding the clocking subsystem of the RAMBUS family of patents derived by claim constructions surrounding the 1990 filing of Horowitz and Farmwald. Tonight we will explore ancilliary disclosures of the impact of the disclosed circuitry, incorporating typically a "looped" clock of the Alberta type and "fixed and adjustable delay lines" which are incorporated into a circuit which for each module along the "RAM" bus serve, in conjunction with other circuitry to establish adaptively a set of complimentary clocks relatively in phase (absent a sampler delay, compensated for in a manner disclosed) with the "loop" clock signal sampled at the mid point of the Alberta-style clock loop.
Since, in this arrangement, all modules along the "RAM" bus are arranged to transmit and sample data propogating toward and away from the "master" while the data is valid only during a frewuency dependant window limited by the time of flight of the signals propogating along the "channel" or "RAM" bus, a limitation associated with the disclosed invention is made clear mention of. To whit: in the "loaded" "RAM" bus the propogation delay of signals is estimated to be approximately c/4 (one quarter of the speed of light). Since the phase of the module and master clocks are constant while the delay of the data varies with distance traversed within the "RAM" bus, the valid data associated with a given address requested (even assuming a constant "access time" or latency register temporal offset) is limited at a signalling frequency of 500MM data transitions per second (250MM clock cycles per second) by characteristics of the disclosed sampler to have a time of flight along the "RAM" bus no greater than 1nS (1e-9 second). Since this time of flight in the apparatus disclosed in invention is exceeded by a propogation length greater than approximately 8 centimeters (80mm), therefore, the bus (or "channel" length associated with the disclosed invention will not, at a signalling rate of 500M transitions per second be capable of exceeding approximately Pi (3.14.....) inches.
The current state of the RamScam art (and that practiced when it failed spectacularly to meet or exceed the performance of even miserable PC133 SDRAM) is typically associated with a much longer (approximately one foot) "RAM" bus channel.
First homework assignment:
a) Does the invention disclosed enable any solution of the Pi inch bus limitation?
b) If so can any of you knowledgable "investors in technology" who have done your "due dillegence" disclose that solution?
c) If not can any of you knowledgable "investors in technology" who have done your "due dillegence" disclose the solution implemented in the current state of the RamScam art?
Extra credit: Evaluate the impact of the solution in the RamScam art as we know and love it today.
cali i hope you don`t mind that i forwarded your invitation to truth in gov. on yahoo. i think he`ll give you some technical advise. haha
uzzi
hon. jdge. jordan said what he thinks about hon. jdge whyte. similar character attract each other, so my money is with hon. jdge jordan.
uzzi
doc, can rambus claim ce??
thanks
uzzi
thanks doc, if we don`t get more delay we should know soon enuff if hyfix spoliated. the thieves throug everything on the bus they did by themself so i`m looking forward for march 6th.
uzzi
Re: JRA docs. Can you post it here? <EOM>
doc, are their any transcripts from the last hearing regarding the jra docs.
thanks uzzi
"Four years from now, when you ask who the really great CFOs are, it will be the ones that kept their eye on shareholder value. And that requires a broad orientation."
oh how i like this
very nice post
uzzi
thank you cali, there are many points that speaks for edram and this is my point why are we using "other/external dram"?
is this b/c flexibilety or/and costs? could this be a mainstream product somewhere in the future?
ibm is working on edram but choosed xdr for cell...
thank you i appreciate
uzzi
Cali, could you give a nontech guy a little inside about embedded dram. advantage disadvantage vs. dram from technical and market view (price) aso.
thank you
uzzi
thank you
uzzi
CAL
did you see the micron patent on nand with rdram controller? you made a statement some days ago but what do you think for nand hard drives in the future?
thank you
uzzi
"sabatino-facts only" or "rambus" thank you for all your posts especially during the darker times.
uzzi
skeptik, had two days time to think about your and tjacks point of view and mine about settlement terms. i think most of the longs are tired of this legal crap and wish to finish as fast as possible and go on with buissenes. so do i.
in my live i`m responsible for all actions i take. every decision i make will have consequences- positive or negative. maybe i`m a little conservative but i still think good action should be rewarded and bad behavior should follow with a penalty. if however rambus management makes a decision that doesn`t fit my expectations, i`ll not question it and hope that the decision, not only for rambus but also for other company`s, will not have a negative impact in the future.
how boring would the world be if we all think the same.
peace
uzzi
skeptik, threejack i`m shocked really, they knew all along what they do. those guys are criminals. i`m german and run my own small buissenes and still ashamed about ifix and really really hope that the remaining thieves and colluder don`t get away with it.
respctfully
uzzi
good evening everybody,
yesterdays in tdox court report hon. jdge. whyte made a comment to mr. stone about markman appeal.
the comment alone might allready shine a light on the still pending decision on "Hynix Motion for Reconsideration of Claims Construction re Device and Related MSJs"
long and leaping made several posts on that issue.
if you did`t read them allready have a look at it.
mes.#862960 and go back trough nic
uzzi
come back in 2009 and ask again i might give you some.
uzzi
request for some help
since my english is improving (slowly, very slowly) i would like to improve my investor knowledge as well. could you guy`s give me your share from what you see as the most importent investment books.
stocks
market
options
trading tools
i appreciate your answer her or send me a list to uzzi640@yahoo.de
thanks
uzzi
cal i hope you don`t mind i posted "your" link on yahoo. very interesting
thanks
uzzi
multi core
http://www.osnews.com/story.php?news_id=12915
http://www.eweek.com/article2/0,1895,1898914,00.asp
cell is far ahead.
Rambus is one of the world's premier technology licensing companies specializing in the invention and design of high-speed chip interface.
uzzi
is there any information about the rule 68 issue or dicussions about jurisditions?
thanks
uzzi
Doc
Request for Judicial Notice of Judge Whyte's Order Denying Hynix's Motion to Dismiss by Rambus Inc. (kste, ) (Entered: 12/06/2005)
This was filed by Rambus on December 5, 2005! Could this be that Judge Whyte has ruled and Rambus has received notice by Judge Whyte that the motion to dismiss by Hynix on spoilation was denied?
this is posted on yahoo by krf. what do you think?
uzzi
hallo threejack, it does`t surprise me that the ftc (should be) is not there, but very well that the doj is there. i wonder why? the at case is a civil case and rambus has not been named yet as a harmed party . what do you think?
uzzi
interresting
i stumbled today about an interresting artikel on spoliation in a costumers office. i was reading the paper but its also in the online version. i don´t a subscribtion, but somebody might have.
uzzi
http://shrm.org/hrmagazin/05august
yern, i appreciate you posts and it helps me to see different points of view. maybe you can help me out and explain how to comound the "up to 100million/quarter" issue in the ifx cotract. i`m trying to figure out your point on discriminating rates.
thanks
uzzi
what`s the deal?
if you put quarterly payments close to the market share and i think all mm would accept immediately you would end up with about 0,80-0,85eps only with the 4 leading mm`s until 2007.
litigation expenses down and a couple of add. lizensees. rambus can`t tell us very much about future financial developments on other technologies.
even if whyte gives says some degree of spoliation, as long as he keep the patents alive and ddr2 without the bs defenses and at case around the corner. after stalling and more delay the above seems to me the 2. worst case.
i´m buying and holding since 2000 and my return on investment would be pretty much above the average until 2007 and from there on pretty, pretty much.
for investors who came in later during the down swing it is allready great investment.
one thing more:
there have been critics on hager, but i`m a average person and would probabely never have invested in rambus without f. hager.
i`m not subscriber at the moment but plan to buy it again.
keep going
uzzi
Yern
http://investor.rambus.com/ReleaseDetail.cfm?ReleaseID=158314
even IF all mm would get the same deal, what would rmbs be worth 2007?
uzzi
infineon
Chief Executive Wolfgang Ziebart has said repeatedly he wants to concentrate on the profitable parts of the business, which are mainly logic chips for automotive applications.
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh41274_2005-11-14_20-11-23_n14...
how does this sound:
http://www.infineon.com/boerse/start_adhoc.htm
http://www.infineon.com/cgi-bin/ifx/portal/ep/contentView.do?channelId=-78123&contentId=156032&a...
http://www.expansionmanagement.com/smo/newsviewer/?cmd=articledetail&articleid=16350&st=3
they learned alot from dismyass.
After November 15, 2007, and only if Rambus enters into additional specified licensing agreements with certain other DRAM manufacturers, Infineon will make additional quarterly payments which may accumulate up to a maximum of an additional $100 million.
they gonna have to expand....up to 100million.
uzzi
isupply
not new
http://www.eet.com/news/latest/showArticle.jhtml?articleID=165701683
DDR2 DRAM devices captured 17.2 percent of worldwide sales in the first quarter, with the bulk of the remainder accounted for by first generation DDR memories. However, there now is no price premium for DDR2 compared to equivalent-density DDR in OEM contract negotiations.
This will allow DDR2 penetration in the PC OEM market to increase to 49 percent by the fourth quarter of 2005, iSuppli predicted.
ddr2 alone would jusify an share price of 24,- usd. with a 3,5%royalties rate and very conservativ (above growth rate) 25times eps.
go ahead hon. jdg. whyte i`m close to break even.
uzzi
world wide Dram revenue
feel free to calculate with any %. don´t forget backwards royalties and controller and....
http://www.theinquirer.net/?article=27754
uzzi