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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.04+1.8%Dec 3 3:59 PM EST

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To: Bilow who wrote (87456)12/31/2003 9:27:40 AM
From: blake_paterson   of 93625
 
SC Bilow, how do you spell RICO?

From www.ftc.gov/os/adjpro/d9302/030106ramsecondset.pdf

REQUEST FOR ADMISSION NO. 149:
Admit that one of the strategies described by Bert McComas at his April 13, 1998 seminar was to “tape out but do not fully productize or cost reduce DRDRAM.” [Inquest 843].

REQUEST FOR ADMISSION NO. 150:
Admit that after Mr. McComas gave his Rambus strategy seminar on April 13, 1998, he was invited by SLDRAM, Inc. to speak to SLDRAM, Inc. company executives at a meeting i n Monterey, California on or about June 25, 1998. [Tabrizi, p. 175, 178; HR 905_114285].

REQUEST FOR ADMISSION NO. 151:
Admit that executives from Korean and Japanese DRAM manufacturers were
present for Mr. McComas's June 25, 1998 presentation to SLDRAM, Inc. company executives. [Tabrizi, p. 178].

REQUEST FOR ADMISSION NO. 152:
Admit that at the June 25, 1998 presentation, Mr. McComas stated that he wanted to receive DRAM manufacturers' DRDRAM production estimates in order to create and then send to DRAM manufacturers a combined DRDRAM forecast. [Tabrizi, p. 179].

REQUEST FOR ADMISSION NO. 153:
REDACTED.

REQUEST FOR ADMISSION NO. 154:
REDACTED.

REQUEST FOR ADMISSION NO. 155:
Admit that after SLDRAM, Inc. became AMI, AMI attempted to provide the same service to its member companies that is referenced in Request No. 154 above. [Tabrizi, p. 180]

Excerpts from a summary of Tabrizi's testimony - boards.fool.com

The minutes from a 98 meeting to define SLDRAM and Virtual Channel DRAM that was held at Micron was displayed. The meeting was attended by reps from Micron, NEC, Mosaid, Hyundai and Siemens. A note in those minutes read “According to Tabrizi, he has given Rambus ASP projections of next year that are 2 to 3 times today's SDRAM prices. They also gave to Intel a production projection of 3 times their actual plans. They encouraged every manufacturer to do the same in order to not let Intel create an oversupply.”

A display from 99 showed that Tabrizi and others at Hyundai discussed what should be done about Samsung ramping RDRAM. Internally, executives sent Tabrizi a document entitled, “Rambus, Recommendations and Issues.” An email to Tabrizi suggested the they talk to Samsung. “With Samsung building significant amounts of product, we need to work with them to limit the supply in the market, otherwise we both will be competing for market share, which will result in an oversupply. We have to meet with Samsung and discuss our and their production plans. TAM analysis and targeted market share. (WW and strategic account) and reach consensus.”

courtesy of RB on TMF
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