Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.37

-0.3%

Jan 8 3:59 PM EST

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To: Dan3 who wrote (59103)	10/29/2000 11:36:54 AM
From: blake_paterson	Read Replies (1) of 93625

Dannyboy - Your claim: "NEC is a major participant in the DDR rollout and hasn't extended its DDR agreement with Rambus beyond the end of the year so they must be expecting the Rambus SDRAM / DDR claims to lose in court." The universal reality: NEC signed for 5 years, as did Hitachi. Elpida will produce NOTHING for the time being. NEC and Hitachi fabs will pay as they produce, and transfer the cost to Elpida. Your claim: "By spinning off their fabrication divisions into a new company, NEC's and Hitachi's RAM divisions now must license from everyone, but have no cross-licenses with anyone." The universal reality: The NEC / Hitachi jv has its roots in the great semi crash of '97-98. Long before IP clashes (RMBS or other) became a driving issue in the industry. No bearing on your speculations. Re, "the universal reality." I am taking interpretive license here. <SEG> BP

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