Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ignatz who wrote (36610)	1/18/2000 5:56:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

If Rambus wins it's lawsuit againest hitachi, I'll have to seriously raise my Rambus earnings projections.

To: Ignatz who wrote (36610)	1/18/2000 6:04:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Ignatz, They don't have to sue anyone next. This is a warning shot fired across the DRAM industry bow. Hitachi is probably the worst offender re: RDRAM production (except maybe Micron, but they're A-Mur-i-can) and probably the weakest. If Hitachi settles, there will be some serious discussions going on to settle across the industry. OTOH, the other mfrs. may help Hitachi fight the suit, though I doubt it. Dave

To: Ignatz who wrote (36610)	1/18/2000 6:08:00 PM
From: richard surckla	Respond to of 93625

Ignatz: >>Who does Rambus sue next?<< Is it any wonder that the alliance of the top five dram manufacturers was formed. Stick and stones may break my bones, but infringement lawsuits cost a hell-of-a-lot when found in favor of the plaintiff especially with punitive damages if awarded!!

To: Ignatz who wrote (36610)	1/18/2000 6:11:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

I think that they will stick with Hitachi for the time being and issue notices of infringement to other DDR producers they believe infringe on their patents. In the case of Hitachi, there is ground for "trebble damages", since Hitachi was "taught" RMBS' technology, was approached to inform them that some of their non Rambus devices infringe, and yet Hitachi "wontonly" continued to infringe. Once the courts determine whether Hitachi really infringed, then with that precedent they can turn around and demand royalties from the rest. In principle, if it is quite clear that Hitachi infringes, RMBS should be able to obtain an injunction (at least in the US) preventing further shipments of product to the US. That is what forced Kodak to its knees in the suit with Polaroid. In the meanwhile, no one likes legal involvement (the 10Q must outline all these, and, IMHO, there is always a outside chance that the basic patents may not stand the test of a legal assault or be "invalidated") and thus the suit, while a very nice shot over the DRAM industry and other FUD'ers bow, will probably not have a great impact on RMBS' price. I think that the market will pay more attention to the , at least temporary, desertion of some players, and the two to three quarters delay in getting RMBS based PC's in the market. Zeev