Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 106.06

-0.8%

Dec 11 3:59 PM EST

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To: Ian@SI who started this subject	10/18/2000 6:19:53 PM
From: jim kelley	Read Replies (2) of 93625

Rambus Conference call Highlights: 1) They have reviewed all the lawsuits and there is nothing in them vis a vis patents that bear on the validity of Rambus' patents- they are DRAM cell/circuit patents. 2) They expect to have more licenses to announce soon. 3) The relationship with Intel has had its up and downs but nothing has changed. 4) They have examined the DDR issues and consider it unstable. By the time, platform DDR gets out toward the end of next year there will be a speed/performance price premium on it so that the companies can recover their R&D expenses. (Currently, SGRAM has a price premium on it.) So reports of it being initially inexpensive are bogus. 5) Infineon goes to court on Dec22 and Hyundai and Micron in February. They wanted to go to court quickly because they are confident of their IP position. Hyundai settled after determining they did not have a good case. 6) The see the softness in SDRAM prices an incentive for the companies to sell more RDRAM as it is not yet a commodity and companies producing it can lock in their supply relationships. From Yahoo: messages.yahoo.com

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