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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST

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To: Rich1 who wrote (78576)9/17/2001 1:11:52 PM
From: jim kelley  Read Replies (1) of 93625
 
Rich

It actually looks very positive. Intel is supporting RAMBUS 100% and putting a floor under its earnings for the next 5 years. This follows statements made during the IDF by a Intel executive to the effect that they expect Rambus to prevail in its appeal and its other lawsuits.

The cross licensing is extremely important because it assures that RAMBUS and INTEL will not become engaged in IP disputes and it frees Rambus to continue its high speed bus interface innovation and connect to Intel's busses in the future.

Rmabus will be able to collect royalties from all the other companies using its technology.

This also gives the lie to the anti Rambus camp's cry of "no future support from Intel".

All in all, it is EXCELLENT NEWS!
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