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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Richard Habib who wrote (96723)1/19/2000 3:39:00 PM
From: Barry Grossman   of 186894
 
Richard,

I can't speak to the technical aspects of Rambus' claim of patent violations by HIT, I'll leave that to Paul and others, but it seems to me that this lawsuit unleashes for public exposure for the first time, the fact that Rambus believes that all SDRAM memory is now and has been violating their intellectual property, and that being nothing more than an intellectual property company, they are prepared to litigate or negotiate with anyone who they believe to be a violator. And in fact we now hear that they are currently in discussions with many others regarding this very issue. It is only because of termination of negotiations with HIT that lead to this public exposure and revelation.

IMO this is MAJOR NEWS for the industry and yet is being completely ignored by the major media outlets. Why?

If Rambus is correct in their assertions that all SDRAM (and the yet to be seen DDR) technology violates their patents, where does that put the economics of SDRAM (and DDR) vs RDRAM?

Lots of interesting things are happening. Place your bets.

Barry
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