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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (42723)	5/18/2001 12:35:44 AM
From: Ali Chen	Read Replies (2) of 54805

Dear Uncle Frank, "After years of review by their technologists and legal staffs, a number of world class memory manufacturers including Samsung, NEC, Toshiba, Hitachi and Oki Electric bought into the program and agreed to pay stiff royalties to use Rambus's patents. If all of that high powered talent came to the same conclusion..." You could arrive to a slightly different conclusion if more accurate statements are used: First, not "after years", but rather "after Intel announced exclusive support for DRDRAM in P-4 product line". Second, not "bought into the program", but rather "forced under the threat of lengthy litigation on hostile turfs". Third, since the exact terms of settlements are not public (correct me if I am wrong here), how do you know that the memory manufacturers are paying any significant royalties to RMBS, and not Rambus is paying them? - Ali

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