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

To: capt rocky who wrote (36644)1/19/2000 12:26:00 PM
From: Richard Habib  Read Replies (2) | Respond to of 93625
 
Cap, in making the judgement that RMBS must have a solid case because they brought suit, you assume the converse that Hitachi management must be incompetent by infringing in such a wide manner given that they were fully cognizant of RMBS technology. I'd say that sort of black and white evaluation doesn't represent the real situation. I would think Hitachi has what they feel is an adequate defense, otherwise they wouldn't have broken off discussions with RMBS. Rich



To: capt rocky who wrote (36644)1/19/2000 12:45:00 PM
From: Rachel M. Kuecks  Respond to of 93625
 
You will have some very sad/mad OEMs (and Intel) if an injunction is put into place and supply of DRAMs dry up. Despite the risk of alienating their customers they have to enforce their patents. Ironically, I think it would be in the DRAM manufacturers best interest for RAMBUS to prevail as most of the low rent manufacturers (maybe 5% to 15% of the world market) haven't licensed RAMBUS which would create further supply constraints and higher prices.


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