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

To: Dave B who wrote (36992)	2/11/2000 5:51:00 PM
From: Double_Eagle	Read Replies (1) \| Respond to of 93625

Dave - Great summary. Just one reaction - to your comment, "I was very surprised that they are not interested in licensing Hitachi, but would rather shut down Hitachi's SDRAM, DDR DRAM, and SH microprocessor products." (forget about fixed font, I don't even know how to make things italics! someone please enlighten me). My take was that Tate was going out of his way to say that rambus wanted to settle, to make deals, and to license their IP, for both RDRAM and not compatible technologies. I thought that his point with the suit was that, if Hitachi failed to settle and sort things out now, and there subsequently ensued a drawn out trial, then rmbs wouldn't just take the same royalties. I thought that he was doing a good job of signalling to the other DRAM makers that rmbs is all about working things out (since they are, after all, an IP licensing company). He seemed very eager to want to settle with Hitachi, that the lawsuit seemed a kind of saber-rattling, but that he didn't really want a lawsuit. However, if there is no other choice (e.g. no settlements and Hitachi not even producing RDRAMs), THEN AND ONLY THEN will rambus extract their pound of flesh. Double Eagle