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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST
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To: multicollinearity who wrote (68687)3/21/2001 5:12:23 PM
From: Jerry Miller  Read Replies (2) of 93625
 
Transcript highlights from Fred Hager:

"The following pages are notes supplied to Rambus from
Infineon very late in the pre-trial. Much of these pages
are in German, but the following passages are of
particular interest:

Page 17-18 of Adobe document, which shows pages 5 of
the actual document presented to Rambus and appears
to be from JEDEC committee notes.

"The original idea of the SDRAM is based on the basic
principles of . . . the complex RAMBUS structure. NEC
(RAMBUS license holder) was the first to suggest a
leaner "public domain" version. . ."

Page 25:
The passage on this page shows potential evidence that
the JEDEC chairperson, who was with IBM at the time,
acknowledges that there is the development of a "Public
Domain" version of the Rambus technology in the
works.

Page 26-28:
These pages represent potentially the biggest support
for Rambus, and what we'll call the latest "smoking
gun". As described by an Infineon official, Rambus is a
"deadly menace to the established computer industry".
The pages continue with detailed plans as to what to do
with Rambus and their technology, including buying
Rambus and burying them, waiting and seeing what
happens, or getting them into JEDEC to make the
technology public domain."
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