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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.28-1.1%3:59 PM EST

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To: Scumbria who wrote (46768)7/8/2000 5:27:26 PM
From: Dan3  Read Replies (2) of 93625
 
Re: Perhaps the Intel sponsored 815 numbers will be accepted more easily?

I think Intel is horrified at the Frankenstein it created. Rambus may have moved above AMD and VIA on the Intel enemies list.

In the unlikely event that Rambus has any success at all with its IP claims, the manufacturing companies like Intel, AMD, Samsung, Micron, etc. will have to dissolve their cross-licensing agreements and create independent divisions that offer bundles of IP. If Rambus's blackmail succeeds, they'll have no choice since blocking patents could be claimed by hundreds of companies. Micron, Samsung, etc. would each have about 100 bundles of patents that would have to be licensed by any company that sought to sell memory in the US. Rambus would have 1 or 2 bundles. Overall memory prices would go up by 25% with most of that going to accounting and legal costs. Any claim by Rambus for more than 0.01% of the selling cost of DRAM would fail in court. (If 5000 patents must each be licensed to manufacture a product, the courts generally require the owner of a handful of those patents to license them at a rate that corresponds to their relative value)

Regards,

Dan
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