Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Dan3 who wrote (49959)	8/16/2000 12:03:36 AM
From: Bilow	Read Replies (1) of 93625

Hi Dan3; You know, the real problem for Infineon if they pay off Rambus is that they will be at a disadvantage relative to the other memory makers, if the other memory makers manage to avoid making the payments. And that disadvantage could last for years. I really doubt that there is any great enmity between Infineon and Rambus. As an example of this, note that Hitachi, despite carrying on with a lawsuit against Rambus for 6 months, didn't get a bad deal this past spring. I would think that Infineon would drag things on until they got such a great deal as to obviate the need to go on with it, (as Hitachi did), or until the other memory makers also agree to pay substantially similar rates. -- Carl

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