VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (768)	9/12/2000 10:51:46 PM
From: Voltaire	Read Replies (1) of 65232

SORRY, I MUST IMPORTUNE! V Nec is the #2 chip maker in the worl by: daddyman2001 9/12/00 10:43 pm Msg: 159103 of 159113 It appears that the Rambus strategy is very clever! As the percentage of MM's that agree to pay Rambus royalties increases, the rope gets tighter around the neck of micron, hyundai and infenion! These three MM's have painted themselves into a corner! How many oem's will buy products from a company that does not have the right to produce and sell it? That is like buying real property with a clouded title. Why not settle and pay the royalty? Everyone knows that the royalty expense will be a pass through to the consumer. It will have no impact on the MM's bottom line... Pride has been very expensive for these companies. I find it interesting that Rambus has not filed with the ITC to stop infenion from importing Rambus IP. Could an announcment be this week? Prices are at or near parity. THIS GAME IS OVER!!!!!!!!

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