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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

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To: FJB who wrote (51763)	9/13/2000 12:05:20 AM
From: mishedlo	Read Replies (1) of 53903

<<You are a tad confused here. Intel PROFITED HANDSOMELY ON THEIR MU INVESTMENT. Rambus went to a JEDEC open standards meeting and patented technology based on what they heard at that meeting. Now, they turn around and try to extort money from the DRAM industry based on that.>> I believe you are confused. RMBS patents date back to 1990 BEFORE JEDEC. Wether or not INTC profited by their investment is irrelevant. MU did not fulfil their end of the bargain and INTC was harmed by it. <<If you haven't noticed Intel is moving away from RDRAM technology, faster then a bus going downhill. Micron made the correct decision early on that RDRAM offered nothing from a cost/performance perspective.>> Yes INTC is moving away from RDRAM. - LOL Guess that is why they are offering $70 rebates to push RDRAM! FUD FUD FUD MU is in big trouble soon as Infineon signs and takes Europe market from them. MU market share is about to drop fast. Obviously RMBS patents are worthless. That is why 4 out of 10 memory makers have signed. When do you think Samsung will sign and start offering OEMs "officially licensed DDR and SDRAM" What would that do to MU. MU management is STUPID enough to hold a misguided grudge and get the worst possible deal. MU will likely sign last.

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