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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: blake_paterson who wrote (53830)9/18/2000 2:51:38 PM
From: GVTucker  Read Replies (4) of 93625
 
blake, thank you for finally giving me a counterpoint to my statements. After a week and a half, an elaboration beyond, "You're wrong." is refreshing.

I don't mean to imply that the Hitachi and NEC licenses expire on 31 Dec 2000, just that they appear to be irrelevant after that.

It certainly is possible that what you maintain (the NEC manufacturing arm is the party responsible for paying the royalties) is true. This is the first I've heard of it.

This quote from the referenced article:

"An NEC spokesman in Tokyo last week confirmed that the company is now paying royalties for synchronous-memory technology used to manufacture SDRAM and double-data-rate SDRAM, and will continue to do so through the end of the year.

"After that, all our [development and marketing] DRAM operations are transferred to NEC Hitachi Memory Inc., which is a separate entity," he said."


seems to contradict that thought. Again, there is no direct quote that either side is correct in their assumptions.

Again, thanks for your thoughts.
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