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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.76-0.7%10:55 AM EST

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To: Dave B who wrote (71659)5/3/2001 12:40:29 AM
From: Scumbria  Read Replies (2) of 93625
 
Dave,

Here are all my posts which include ITC and Hitachi. Please explain why you didn't want to discuss the prejudice issue when it brought it up "tastefully"?


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Message 15257409
From: Scumbria
To: Dave B
Date: Saturday, Jan 27, 2001
Dave,

Not for the manufacturers of approximately 50% of the devices in the market.

The Japanese manufacturers who signed some kind of agreement with Rambus did so to avoid the possibility of a USITC political action to block imports. Obviously the decision was made by the memory makers to let an American company test the legal issues (i.e. Micron.)

Hitachi specifically stated in their statement at the time of the agreement that they do not recognize Rambus' claims.

If I design my product (a car, in the last example) such that it uses a product that only you make (the screws, in the last example), then I have to pay you what you ask.

Get serious.

Scumbria
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Message 15498913
From: Scumbria
To: The Prophet
Date: Wednesday, Mar 14, 2001
Prophet,

Your position is difficult to comprehend given that 50% of the DRAMurai have conceded that RMBS' IP applies, and the other 50% are primarily asserting estoppel arguments to avoid paying royalties. It is clear that most everyone but you believes that RMBS has IP fundamental to SDRAM and DDR.

When Hitachi signed, they issued a statement saying that they did not recognize Rambus' claims. The Asian manufacturers signed agreements to protect themselves from political action by the USITC, and to take a ride on the RMBS stock bubble they produced.

The DRAM manufacturers decided to let an American company fight the battle, because the USITC has no interest in blocking competition from an American company.

If Rambus loses in court, what do you think is going to happen to these agreements you are touting?

Scumbria
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Message 15499024
From: Scumbria
To: blake_paterson
Date: Wednesday, Mar 14, 2001
Blake,

The Asian manufacturers signed agreements to protect themselves from political action by the USITC, and to take a ride on the RMBS stock bubble they produced.

Let's get evidence based here. Back this heresay up w/ a link to "prove" this.


Some things are obvious.

The DRAM manufacturers decided to let an American company fight the battle, because the USITC has no interest in blocking competition from an American company.

100% heresay, conjecture, spin. BTW, do you know who is going to trial next week? IFX. A German firm.


Rambus sued Infineon. Micron sued Rambus. Can you see the subtle distinction there?

If Rambus loses their case, what do you think is going to happen to all those agreements that have been signed?

BTW: Do you think that Hitachi was willing to risk the USITC blocking Sega imports, during the resolution of a lawsuit?

Scumbria
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Message 13911712
From: Scumbria
To: pompsander
Date: Tuesday, Jun 20, 2000
Pomp,

4. What is with all this concern about Rambus "not being liked". Now Toshiba is "not liked" by the other Dram companies. Since when is popularity critical to success in what is, frankly, the bloody business of high tech?

Relationships in Silicon Valley are largely based on social contacts. Many DRAM makers have been working overtime to get rid of DRDRAM. Intel has been killing themselves to keep DRDRAM alive. The balance of these things may get tipped during a drink at the bar.

2. Seriously, why do you have such a big problem with a purely IP company saying that it does not want to cross-license because the other firm has nothing it wants? What would Rambus take in trade? What they may well take in the future is stock. Warrents. Don't be surprised if this is one ultimate solution. However, Rambus is going to be careful in this area, IMHO. Still, it makes great sense for an IP company to build a nice portfolio of growing companies' stock.

It is the valuation of the IP that I am concerned about. Rambus seems to believe that their little tiny piece of SDRAM IP is adequate to get the ITC to ban import of SDRAMS from Hitachi, and they may be correct. Now who will set the fair price for the IP? Can Rambus hold Hitachi hostage until they give in to an arbitrarily large royalty?

These are very important questions, and I'm rather surprised that the thread isn't constructively engaging my discussion.

Scumbria
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Message 14324198
From: Scumbria
To: add
Date: Monday, Sep 4, 2000
ADD,

Can't RMBS apply for an injuction like they did against Hitachi? This is a crucial question. Any patent lawyer types have an answer? If they can stop all sales of MU SDRAM or DDR, whooa nelly. Tell me who would be in dire straits ?

Rambus will have a tougher time whining to the ITC about Micron, because Idaho is generally considered to be part of the US.

Scumbria
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