Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Don Green who wrote (71411)	5/1/2001 9:21:35 AM
From: SBHX	Read Replies (1) of 93625

Don, I think many here already pointed this out, but one interesting thing with other companies who own significantly more (in some cases more compelling as well imo) patents than rmbs is that these companies very seldom engage in litigation anywhere near rmbs' scale. I think it boils down to a very simple case. These companies are used to doing cross-licenses of IP with other companies. In their case, patents are a defense against other companies' patents. When both companies manufacture goods, a quick audit can find some level of potential infringement on both sides, which means a quick cross-licensing deal can always be worked out. This does not apply to rmbs because rmbs manufactures nothing, and when faced with someone who wants to play a different game in a different field, what should these companies do? RMBS' patent applications would have to be purer than caesar's wife and rock solid to convince the entire industry to not challenge them. And in this case, there is ample indication that it does not survive that high a bar. An entertaining saga, but it still continues does it not?

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