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

To: Earlie who wrote (44521)	6/16/2000 7:06:00 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi All; Breaking news: Rambus asks for royalties from industry: Rambus issues more patent infringement warnings against DRAM makers Jun 16, 2000 Rambus, already in dispute with Hitachi over a patent infringement case, has sent similar warnings also to other DRAM makers. Although no details of the warning have been revealed, it seems that Rambus delivered reference materials regarding its patent together with a notice demanding that the recipient start negotiating the terms of licensing. There is no knowing whether the other DRAM makers will start negotiating reconciliation terms with Rambus or Rambus will be filing suits against them like it did with Hitachi. Amidst this patent infringement war, Toshiba has entered into a licensing agreement with Rambus. Toshiba will pay royalty to Rambus when manufacturing SDRAM and DDR DRAM. The amount of royalty will depend on the type of DRAM, with the smallest amount being for SDRAM manufacturing, followed by DRAM and then DDR DRAM. Having seen this licensing arrangement formed between Rambus and Toshiba, there is a possibility that the other DRAM makers will also start their negotiations with Rambus. ne.nikkeibp.co.jp If Rambus gets everybody to pay 1% royalties, they are an incredible bargain at the current price. But I don't think that that would be about to happen. Instead, this may be the impetus to force the industry to band its legal efforts to assist Hitachi. In any case, RDRAM technology is dead. It looks like Toshiba probably got a sweet deal and will consequently save on the legal bills. -- Carl P.S. Also of interest, but old news; Hitachi tries to drag in the other DRAM makers: ne.nikkeibp.co.jp

To: Earlie who wrote (44521)	6/16/2000 8:41:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Earlie, my post yesterday must have been written by "The Prophet", today we find out that Toshiba has signed a licensing agreement covering SDRAM and DDR, as far as RMBS is concerned it does not matter whether DRDRAM or DDR Dram win, they get paid, and their royalties rate is higher. In essence, Toshiba killed any effort Hitachi had in place to get the rest of the Dramurai to the rescue. Toshiba in essence admitted that the suite of patents cover any DRAM technology that uses both side of the clock pulses. It seems once more that the TA forecasted well the FA. Some people always know better than we do. Right now it seems that eventually RMBS is going to get Royalties on at least $30 B of products (and I think this is conservative if you add controllers and other associated devices like RIMM and possibly some DIMM), that is about $6/share pretax, maybe as much as $10 after taxes depending on how deep the falling in line will be. Hitachi will have to fold, IMTO. Zeev