Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.07

+4.3%

9:55 AM EST

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To: Zeev Hed who wrote (44740)	6/16/2000 9:57:00 PM
From: Earlie	Read Replies (1) of 93625

Zeev: Good comments. I suspect though, that if the memory manufacturers did sign up and then find that they are not making a profit due to glut, a shrinking PC market or what-have-you, then they would be back to the negotiating table to "renegotiate" the royalties in a hurry. And they DO know how to negotiate. (g) Now that it appears that RMBs is serious about its patent position, one might also now logically expect some serious efforts to be made to endeavour to find a route around those patents. Up until now, there has been no reason to make this effort. Additionally, It would astound me if any of the big Asian producers knuckled under without a serious back alley brawl before hand. (Of course, Toshiba's cave-in really surprised me but they are not in the same league as some of the others). I will be spending some serious time looking into the RMBS patent situation, as this whole thing is becoming fascinating. The company's involvement with the standards committees now needs to be looked at in detail. Best, Earlie

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