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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.28-1.1%Dec 22 3:59 PM EST

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To: capt rocky 1 who wrote (59545)11/1/2000 10:30:31 AM
From: Barry A. Watzman  Read Replies (1) of 93625
 
The posturing aside, my guess is that Rambus will not deny anyone a license (the terms are another matter).

The pressure's really on Infineon:

-They are first up
-It's a German company in a German court, lose and they are
out WORLDWIDE, unlike the MU and Hyundai suits in Germany.
-If I were Rambus and Infineon lost, I wouldn't license them UNTIL MU settled. Make an example of them: See, this is what can happen to you.

I think Infineon will settle. They really cannot take a chance on losing this one.
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