Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

3:59 PM EST

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To: Bilow who wrote (39648)	4/12/2000 9:24:00 AM
From: Zeev Hed	Read Replies (1) of 93625

Carl, careful with these numbers, Toshiba alone is planning to reach production rates of 10 MM DRDRAM IC per month, three others are in ramp up mode, and another three will be in production in the second half, thus 100 MM this year, is not so so impossible. PSII could swallow more than 20% of that. As for why RMBS did not sue earlier, it quite simple, you first exhaust all no litigation modes of negotiations, if these do not result in the desired effect (paying royalties), you them must continue and show "due diligence" in enforcing your patents. You cannot do that until you have completed the non litigation phase, and you also must have in your hand concrete evidence that products infringing your patents are entering the country where you decide to have your legal battle. Good luck Zeev

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