Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

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To: GVTucker who wrote (53826)	9/18/2000 2:36:13 PM
From: blake_paterson	Read Replies (3) of 93625

.."the fact is that as 1 Jan, Rambus will have no licensing agreement with the DRAM production arm of NEC." sez who? On a related point, who / what is the manufacturing arm for the jv? I'll help you w/ an answer here, GV: its NEC and Hitachi, separate entities. And are they governed by the license? Yes. (BTW, there have been NO facts presented which substantiate the preposterous allegations that the Hitachi and NEC licenses expire 12/31/00. Don't go there.) Indeed, fabrication by the parent entities on behalf of the new jv will result in direct royalties paid (by the parents) to RMBS. That is why there is no hurry to ink one w/ the jv, IMO. Its already covered. No spin, simply logic and facts. Please present some REAL facts to counter this. BP

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