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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.38+2.2%Jan 9 9:30 AM EST

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To: cellhigh who wrote (45988)6/24/2000 7:07:00 PM
From: pompsander  Read Replies (5) of 93625
 
I think Rambus is going to keep Micron at the end of the list. They will get as many deals inked as possible first, so that they will be able to lay in front of Micron at the first meeting (ah heck, forget the meeting - just send them a demand letter!)the same basic deal as the rest of the industry got. Then, they will establish a reasonable time for negotiation. They will make it clear that while the "industry deal" is a fair arrangement, Rambus is not bound by its terms; each customer gets slightly different terms based on "extenuating circumstances". Therefore, Micron, you have thirty days to ink the deal. If you do, the terms of your SDRAM/DDR royalty payments will be effective on shipments beginning on the date of execution. If you do not ink the deal within the prescribed time, the deal is off the table. A new proposal will be offered - same terms but the effective date will be January 1, 1998. If you fail to sign that deal within two weeks, the effective date moves back to patent issuance date. If you fail to sign that deal litigation will commence immediately.

Can't say that ain't a reasonable approach to take!
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