Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: capt rocky 1 who wrote (51102)	8/24/2000 10:59:50 PM
From: Bilow	Read Replies (1) of 93625

Hi capt rocky 1; Re: "carl, how do we know what agreements rmbs had in the past with the dramuri? rmbs had license deals with most of them. maybe there was money paid for all of rmbs patents to a certain date. maybe there was performance quotos that were to be met?" Okay, suppose that Rambus had secret deals with the memory makers that made it 1% on SDRAM production. With DRAM production at $30 billion per year, and SDRAM maybe $20 billion, take 1% of that. And.. my calculator... gives... me a... result of... ah yes, here it is: $200 million per year. Okay. Now we go into Yahoo, and look up RMBS' last year's revenue: biz.yahoo.com And it turns out to be $57 million. I would gather that the vast majority of that is RDRAM related. So what we have here is clear evidence that Rambus' patents on SDRAM were worth about 4x what they collected on RDRAM patents. Seems like breach of fiduciary duty to let that much money get by. So what do you suppose happened to the secret $200 million per year? Do you suppose that Rambus management had a big end of year party with your revenues? Do you suppose that the memory makers gave under the table bribes? Just where did all that potential revenue go? I think it never existed. The conclusion is pretty obvious. Rambus didn't collect on SDRAM patents because they didn't know they were there. And neither did the memory makers. And since Rambus is an IP company, the fact that they were unaware of an obvious infringer of their patent isn't very good evidence that the original idea dated to 1990. In short, the absence of the $200 million bucks per year is pretty good evidence that either the patent office screwed up, or Rambus doesn't know what IP is. -- Carl P.S. Rambus - the company that let many billions of dollars of SDRAM be produced without taking any royalties, thereby failing to protect their patents, and failing in their fiduciary duties to their shareholders.

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