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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 83.44-4.3%10:34 AM EST
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To: Scumbria who wrote (44969)6/19/2000 9:10:00 AM
From: Dan3  Read Replies (1) of 93625
 
Mutual Assured Destruction

From everything I've read, it wouldn't be hard to remove the one register from SDRAM and DDR that is causing the problem. But the new memory would require a minor chipset redesign to work, and be less convenient for consumers.

What if the memory manufacturers decide they can do without the US market for a few months while they design out that one register? The memory market has been tightening up quite a bit lately, anyway.

I guess it all depends on just how frustrated this lawsuit has made the memory manufacturers. But that certainly is an option for them. The US is a big part of their market, but it isn't their whole market.

If they give in to Rambus's blackmail, there'll be another gun at their backs within a few months. Surely they don't want to do this over and over again.

Another option is to dissolve all of the cross license agreements and start charging each other license fees. The intellectual property of each Mfg could be spun off into a separate company - just like rambus. If rambus owns 10 of the 5000 relevant patents, rambus will have to accept a much, much smaller piece of the pie.

The near total halt of sales of PCs in the US for 3 to 6 months would make some new "friends" for Rambus and Intel and maybe motivate the courts to do something about submarine patents. The memory Mfg's could continue selling everywhere else in the world. Nowhere but in the US is such nonsense tolerated.

Pretty unlikely, I suppose, but the current state of affairs wasn't expected either.

Dan
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