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

To: blake_paterson who wrote (44557)	6/16/2000 9:53:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Blake, My take is: it resolves the uncertainty. Business planning is difficult enough as it is, especially in this industry (seeing it as an outsider, at least). Plus, the RMBS licenses probably deliver the "full" engineering packages, just like with RDRAM. If Toshiba is truly late to the DDR party as Carl has suggested, then getting packages (or engineering services) delivered to them shortens their ramp-up time. My understanding is that the patents in question cover fairly basic features of SDRAM and DDR, and it is not clear that direct access to Rambus IP will add much value to the engineering of DDR. Lastly, they have very likely concluded their IP internal assesment (risk:benefit of infringing vs. signing) with a ratio >>1. Maybe, but I still think there is something more to this than meets the eye. Scumbria