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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (27520)	8/23/1999 8:23:00 PM
From: pompsander	Respond to of 93625

Zeev, I agree with you to some extent, but, like Dave, I believe the battle will be won on the question of perception. In many businesses the possibility of a patent or trade infringement issue can be the deciding question in entering into a products contract. As Dave says, there only needs to be the uncertainty, the question, the possibility, to turn the tide. Personally, I doubt if this will amount to a hill of beans, but the implied threat is great.

To: Zeev Hed who wrote (27520)	8/23/1999 8:41:00 PM
From: J_W	Read Replies (1) \| Respond to of 93625

As I said, since most of the DDR DRAM producers are probably licensees of RMBS the whole thing is a storm in a cup of tea. Zeev, The point of the matter is not whether the DRAM producers are licensed to use the Rambus technology, but that they must pay royalties when they utilize the technology in a product. I brought this up in a post a couple weeks ago but no one responded to it. Maybe Marcy caught it. <gg> techstocks.com As speeds increase, the need to do so will also increase. Since Rambus has patented their techniques, finding an alternative method not subject to Rambus patent infringement, may prove to be difficult. Regards, Jim