Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 83.43

-4.3%

10:42 AM EST

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To: Zeev Hed who wrote (44966)	6/19/2000 2:10:00 AM
From: Scumbria	Read Replies (2) of 93625

Zeev, Thanks for the explanation. It is obviously more valuable to hold IP, than to have product. Product creates liability to others IP. You have stated that royalties can be required up to and above the entire profit margin of a product. Perhaps one of the large DRAM companies will stop making product, and force all the other companies to pay royalties for infringed patents? According to Carl, every single DRAM being sold infringes lots of patents. By eliminating their own product line, they will no longer need cross-licensing, and can concentrate on the honorable business of collecting royalties for IP. Rambus-Toshiba is setting a very interesting set of precedents, which can potentially wreak massive havoc on the electronics industry. Scumbria

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