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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.86+2.7%9:36 AM EST

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To: richard surckla who wrote (61393)11/17/2000 2:10:33 PM
From: richard surckla  Read Replies (2) of 93625
 
NEWS ! PART 2 "Rambus Reveals Plans"
From... YAHOO by: infonewsman
11/17/00 1:54 pm
Msg: 191675 of 191687

"“The more lawsuits they take on, the higher the probability that somebody will fight it
successfully,” McComas said. “They are looking at every conceivable context for a lawsuit.
In doing so they are going to test every conceivable argument, and if four or five arguments
are lined up, it’s highly possible that they will lose one.”

Rambus’ plan to collect royalties on chipsets could give Intel a competitive advantage,
considering the companies’ joint history, Handy said.

“Intel owns part of Rambus, I think they are in a good position that way,” Handy said. “I
would believe you if you said Intel was sheltered from paying royalties on chipsets because
of their special relationship.

“There’s reason to believe that Intel is in favor of Rambus taking control of the
marketplace, no matter what (Intel’s chief executive officer) Craig Barrett said to The
Financial Times,” Handy said.

An Intel spokeswoman declined to comment on this story.

Despite Barrett describing Rambus’ licensing tactics as “toll collecting” in a recent
interview with The Financial Times, Rambus and Intel are still on good terms, Kanadjian
said.

“We have had our ups and downs, but we believe that Intel remains committed to Rambus
and the launch of the P4 (Pentium 4), and I think that a lot of comments we have read in
the press recently may have got ‘Rambus’ and ‘RDRAM’ mixed up. Some people are
using them interchangeably,” Kanadjian said. “In this case, I really believe there was some
confusion between Rambus and the RDRAM supply chain, and I’m disappointed that
nobody went back to the interviewee and asked.”

The launch of the P4 on Monday will give Rambus the chance for some positive publicity at
last, Kanadjian said."

electronicnews.com
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