Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.56

-4.4%

Dec 17 3:59 PM EST

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To: Don Green who wrote (36629)	1/18/2000 7:15:00 PM
From: Dave B	Read Replies (3) of 93625

Just out of curiosity, what technology is there in PC100 and PC133 SDRAM that would violate Rambus patents? If they do violate their patents then they could potentially receive royalties on virtually every memory chip going out the door NOW. (Of course the question then comes up whether they could claim coverage on PC100 since it's been out for years and they haven't tried to claim infringement before now). It seems to me that they're setting themselves up for a binary future -- either they win the lawsuit by virtue of having everything locked down by patents and they collect VBR (very big royalties), or they lose and no one in the PC business ever does business with them again. I certainly hope they have things patented twelve different ways because win or lose, this is going to upset the industry quite a bit and they'll be looking even harder for alternatives. JM2C, Dave

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