Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: gnuman who wrote (46639)	7/6/2000 2:55:07 PM
From: sam	Read Replies (1) of 93625

Strategically, it seems there is no longer any need to "freeze out" DDR. RMBS/INTC seem content to make DDR a poor choice from a price plus performance perspective (as the licensing royalties will obviously add cost to DDR chips -- more so than the royalties charged on RDRAM). So it makes sense -- at least to me -- that INTC would be willing to bury part of the hatchet with VIA -- and allow for DDR on the desktop. How will this impact RMBS? May depend on what comes of the coming (imo only) RMBS/VIA litigation. That said, I wouldn't be surprised if some of those issues were already worked out in rough form during the INTC/VIA negotiations. Though who knows?

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