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

To: The Prophet who wrote (35785)	12/12/1999 2:08:00 AM
From: bundashus	Respond to of 93625

09:45 PM ET 12/09/99 Samsung Elec to double Rambus DRAM output by Feb SEOUL, Dec 10 (Reuters) - The world's largest memory chip maker, Samsung Electronics Co of South Korea, said on Friday it was gradually increasing production of Rambus dynamic random access memory (DRAM) chips to meet rising demand. A company spokesman said its monthly output of the chips, which use a high-speed memory technology format developed by Rambus Inc , would grow to two million units by February from around one million at present. "We are gradually increasing Rambus DRAM output as the demand keeps growing and the shortage of supply continues," Samsung spokesman James Chung told Reuters. Demand for the high-speed chips had been expected to begin growing rapidly from the middle of this year, but Intel Corp's delay of its plan to introduce a chipset supporting the Rambus chips was seen delaying the market's growth. Intel has yet to announce the 820 or so-called Camino chipset, but demand for Rambus DRAM chips is growing on expectations the chipset will be introduced soon. Only a few of the world's major chipmakers are producing Rambus chips on a commercial basis and Samsung expects to see higher profit margins on the chips than on conventional DRAM chips, Chung said. He said Samsung expected Rambus DRAMs to account for some 20 percent of its annual memory chip revenue in calendar 2000, but he declined to give the value. Samsung's memory chip sales are forecast to total about $6 billion this year, he said. ((Seoul Newsroom 82-2-727-5646, fax 82-2-727-5666, seoul.newsroom@reuters.com))

To: The Prophet who wrote (35785)	12/12/1999 4:09:00 PM
From: spliff	Read Replies (2) \| Respond to of 93625

If DDR violates RMBS patents, they would have to sue their own customers. That's bullish?

To: The Prophet who wrote (35785)	12/12/1999 4:30:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Actually that's not correct. Tate stated that they have DDR parts in hand now and will make a definitive determination regarding IP infringement in 1Q00. Rich

To: The Prophet who wrote (35785)	12/13/1999 10:58:00 AM
From: jackmore	Read Replies (1) \| Respond to of 93625

Prophet, It seems very clear that we have patent litigation on the horizon. Agree. If not litigation, certainly negotiation of some kind if infringement has taken place. It will be tricky dealing with Rambus customers/licensees on this potential issue, and is probably why Tate himself is taking charge of the matter. My guess is that they strongly suspect there will be issues, even though they haven't confirmed them yet, or they would not have announced plans for activity in this area. While Rambus may never reap any royalties, they could cast a shadow over the prospects for DDR success with OEMs, i.e. slow its adoption. Since some of the DRAM makers have been a pain in the a## about rambus maybe rambus will now return some of the favor. Very tricky situation to be in with your customers, but I sense Tate is growing tired of taking it on the chin while having to maintain radio silence! Best, jack

To: The Prophet who wrote (35785)	1/23/2000 2:00:00 PM
From: Orion	Read Replies (1) \| Respond to of 93625

Prophet This is the message you posted December 11th, 1999 : Re: "It seems very clear that we have patent litigation on the horizon. As a follow up to my prior post regarding whether DDR might infringe upon RMBS' patents, for those who missed the conference call, Tate stated that he had yet to see any DDR chips so he could not opine regarding whether they infringe upon the RDRAM patents. He added, however, that he did not believe any current RAM improvement which would be competitive with RDRAM could do so in a manner which would avoid RMBS' patents." Prophet, Looking at the list of messages of this thread I suddenly noticed that for the announcement of Rambus suing Hitachi you did not comment in anyway. Considering that roughly one month ago you were the first (if recall correctly) to focus our attention on this eventuality, I recall that you apparently measured better than anyone on this thread the consequences the Rambus' patents could have on this industry, I find it rather strange... In this particular lawsuit eventuality you have proven you deserved your ID: Prophet Would you please share your view on the actual lawsuit with Hitachi, the outcome you can reasonably anticipate and the eventual consequence this outcome could imply on the Rambus role in the industry in the following years Orion