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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.82+5.9%12:07 PM EST
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To: sylvester80 who wrote (55236)9/26/2000 9:37:13 AM
From: Scumbria  Read Replies (3) of 93625
 
Sylvester,

Rambus behavior looks suspicious to me, because they came along after five years of SDRAM production and suddenly started asking for royalties. The patent they are using for this claim looks rather obvious to me.

Couple that with the fact that the timing of this coincided with the decline of DRDRAM expectations in the marketplace, and it looks really bad.

Rambus should have litigated over DDR, and left SDRAM alone. They have created a huge amount of animosity among their customers, and around the industry. I don't know if they have any claims to DDR, but it would have been a much more palatable strategy.

Scumbria
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