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

To: pompsander who wrote (43004)	5/26/2000 1:17:00 AM
From: Dave B	Respond to of 93625

Pomp, I think Intel is the one who blinked, but it is often hard to tell until a long time after a negotiation like this. The important thing is that someone blinks. I don't care who. <G> Also, the articles saying that the ITC was going to look into the Rambus/Hitachi lawsuit came out on April 24. Below is a clip from one of those articles. 45 days from the 24th would be roughly June 8th. Whatever it is we're going to find out then, we're getting close to that date. The United States International Trade Commission (ITC) has voted to launch an investigation of certain microchip devices and products containing them for alleged patent violation, targeting Japan's Hitachi Ltd. and Sega Enterprises Ltd. ... The ITC says it will within 45 days make a final determination in the investigation, which targets Hitachi, Hitachi Semiconductor (America) Inc., Sega Enterprises and Sega of America Inc. Dave

To: pompsander who wrote (43004)	5/26/2000 6:18:00 AM
From: James Fulop	Respond to of 93625

>>I find the Intel cash infusion into Hyundai the most interesting "rumor" of the day.<< In that light, you may find this interesting.... >>South Korea's Kospi index plunged 42.87 points or 6.1%, to 656.66, on worries about a possible financial crunch at the Hyundai group. Hyundai Engineering and Construction plunged 565 won, or 15% to 3205, and Hyundai Merchant Marine fell 740 or 15% to 4205. The steep drops came after the Yonhap News Agency quoted the head of one of Hyundai's major creditor banks, the Korean Exchange Bank, as saying the two Hyundai firms are having "short-term liquidity problems." Part of the bullishness over Korea this year has been based on the assumption that the big industrial groups in Korea are restructuring by selling off or closing non-productive assets, because they can no longer count on politically-motivated credit from banks.<< Given the interconnection of financing for these large industrial groups in Korea, I would think this would provide even further impetus for Hyundai accepting the Intel offer of cash.... thestreet.com

To: pompsander who wrote (43004)	5/26/2000 9:34:00 AM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

pomp: guaranteed purchase orders from OEMS or Intel* itself* BINGO. You finally hit the nail on the head. I have been reporting recently that Intel is replacing CC820/SDRAM motherboards with VC820/RDRAM motherboards and the first shipments of OR840 motherboards stuffed with 256 MB of RDRAM all starting this month. Is Intel's efforts just picking up the slack of unsold RDRAM at these high water mark RDRAM prices or is ramping up to buy a 1 M chips a month to put another RDRAM fab into production. All this activity of preconfigured motherboards with RDRAM is interesting. If anyone knows someone at Kingston Technology where all this RDRAM stuffed motherboard QC testing is going on before boards are finally sellable, that would be best indication of where volumes sales of RDRAM computers are headed. john