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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (26761)6/24/2000 12:46:00 PM
From: Dr. Id  Read Replies (2) of 54805
 
re Rambus, I'd like to point out that those that folded their cards were both Japanese companies. Japan was a tyrannical
state until 55 years ago. The change was brought about strictly from the outside, not from a mass demand for the rule of
law. The concept of justice is still developing in Japan. In Japanese thinking, the chance of a Japanese company being
treated justly by a U.S. court is slim. They overestimate the amount of race prejudice remaining in the U.S. and
underestimate the fairness of the U.S. courts since they don't have a well developed legal system themselves.
Consequently they don't feel sure of themselves in a legal battle and more easily give in. There are precedents for this.
Companies from the U.S. and other countries won't give up so easily to Rambus.

Malcolm,

One of the major arguments against Rambus adoption was that the Japanese would NEVER give in to paying royalties, that it was about losing face, and that that would preclude Rambus from ever succeeding. Now that two Japanese DRAM companies have given in, you're arguing that they give in more easily and the US Companies will never give in to pay royalties?

I'm not saying that RMBS is a sure thing, but the major stumbling blocks seem to have been removed. Will the technology work? Seems that it does. Will Intel abandon RMBS? Seems that they wont. Will the Japanese companies ever capitulate? They have. What will the naysayers say after Rambus makes a deal with Micron?

I do think that the difficult to assess valuation question is now more pertinent than the questions of whether Rambus will be implemented and be profitable.

Dr. Id
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