Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Bilow who wrote (63650)	1/4/2001 6:07:48 PM
From: Dave B	Read Replies (3) of 93625

Carl, It seems like Micron, Infineon and Hyundai now have a mutual reason to not push for a completion of the trials....Micron, Infineon and Hyundai get a 2% pricing advantage against the companies that signed early. This is during a period where DDR sales are minimal. Weighed against the risk of paying not only back royalties but also damages, as well as the risk of not getting as favorable a royalty rate down the road (and, of course, we won't even mention the risk of not being able to produce DDR at all), this would be a pretty short-sighted, cut-off-your-nose-to-spite-your-face attitude to adopt. It would be in their best interest to get things resolved as quickly as possible. Dave

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