Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.37

-0.4%

3:59 PM EST

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To: jim kelley who wrote (46908)	7/10/2000 9:20:44 PM
From: Dan3	Read Replies (1) of 93625

Re: It is as I said a bet your company strategy... That goes both ways. And the latest Intel benchmark release and the NEC news release are examples of how Rambus has turned itself into a one issue bet. Rambus owns, at most, 0.01% of the patents needed to produce DRAM - a product with a net margin in the single digits. If Rambus insists on 1% (or higher) revenues, the industry will have to move from a cross-license structure to entering into hundreds of contracts for patent rights. It will add significantly to costs, but the net result will be that Rambus will get little or nothing. Remember the guy who went after the car companies for his patent on delayed windshield wipers? His proportion of the IP in an automobile is about equivalent to Rambus's proportion of the IP in SDRAM and DDRAM. He finally wound up with several million dollars (well, his attorneys at least did), but he most definitely did not wind up with 20% of the profits of the entire auto industry - just like Rambus won't wind up with 20% of the profits of the memory industry. Dan

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