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To: James Clarke who wrote (2530)	6/16/2000 12:17:00 AM
From: cfimx	Read Replies (2) \| Respond to of 4690

James, I think you've struck on something here. The value investor's equivelant of "take two asprin and call me in the morning." In our case, we know that when JHG shows up on this thread, we can "wait two weeks and short his tout with impunity." <Grin>

To: James Clarke who wrote (2530)	6/16/2000 12:21:00 AM
From: jhg_in_kc	Respond to of 4690

This just in. Look for RMBS to go on another rampage tomorrow. This may mean that Rambus will be owed a royalty on all, repeat all, DDR and RDRAM. Please feel free to short it. <<Toshiba Signs Patent License Agreement With Rambus for SDRAM & DDR SDRAM Memory and Controllers. BUSINESS WIRE - June 15, 2000 22:14 MOUNTAIN VIEW, Calif., Jun 15, 2000 (BUSINESS WIRE) -- Toshiba Corporation and Rambus Inc. (Nasdaq:RMBS) today signed a new patent license agreement for SDRAM, Double Data Rate (DDR) SDRAM, DDR FCRAM memory and Controllers that directly interface with these types of memory. Toshiba has been developing, manufacturing and selling Rambus compatible IC's since 1990. The new agreement covers patents for fundamental aspects of high-speed memory interfaces invented by Rambus, which are currently being implemented in SDRAM, DDR SDRAM and DDR FCRAM memory and controllers which directly interface with these types of memory. Under the licensing agreement, the royalty rates for DDR SDRAM and the controllers, which directly interface with DDR SDRAM, are greater than the RDRAM compatible rates. The agreement also includes royalties for SDRAM and for controllers that directly interface with SDRAM, as well as a license fee for the entire agreement. "This agreement ensures that Toshiba has rights to these important Rambus patents which are necessary to continue providing our customers with their choice of memory and logic products " said Yasuo Morimoto, president and CEO, Toshiba Corporation Semiconductor Company. "Toshiba will continue to be a leader in providing RDRAMs and Rambus-compatible logic products." "We have had a long and mutually beneficial relationship with Toshiba. Rambus develops and licenses IP -- our objective is to produce innovations that will benefit the semiconductor and systems industries, and by licensing these innovations to generate a return on investment to our shareholders." said Geoff Tate, Rambus' chief executive officer. "We believe our Rambus memory interface is the best solution for the majority of the market. Developing and marketing the Rambus memory interface has been and remains our top priority. But we are willing to license our IP for other memory interface solutions as well."

To: James Clarke who wrote (2530)	6/16/2000 10:52:00 AM
From: jhg_in_kc	Read Replies (1) \| Respond to of 4690

FYI, RMBS intellectual property much bigger than I thought. RMBS prospective revenues just doubled! Read and see what you missed. Yesterday RMBS was a value stock <g> << To: Estephen who wrote (44558) From: Ian Anderson Friday, June 16, 2000 10:32 AM ET Reply # of 44588 I would say that it is hard to overestimate the importance of the this Toshiba news. Japanese companies do not throw money away on licencing IP. Toshiba have concluded that it is better value to settle than to fight, on SDRAM and DDR. They have therefore accepted that RMBS has rights over registers internal to RAM chips controlling interface timing, which is the only independent claim from the patent which the ITC is still considering relating to SDRAM. If this is sustained then we can expect settlements from other manufacturers including significant retrospective amounts on SDRAM already manufactured over the last 5 years, as well as a 1% tax on all SDRAM and DDR for 5 or more years forward from here. Its HUGE!>> PS Pwer up another 5 per cent.