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To: Dr. Id who wrote (26430)	6/16/2000 11:23:00 AM
From: Dr. Id	Respond to of 54805

Posted on the Rambus thread: 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!

To: Dr. Id who wrote (26430)	6/16/2000 11:23:00 AM
From: TigerPaw	Respond to of 54805

RMBS the Toshiba capitulation There can be no doubt that this lends important support to Rambus patent claims on SDRAM and DDRAM as well as RDRAM. It will be a Hitachi capitulation or judgement which finally lays the furry crown on this company. IMHO TP

To: Dr. Id who wrote (26430)	6/16/2000 11:24:00 AM
From: Uncle Frank	Respond to of 54805

>> is anyone watching RMBS this morning? Seems like the Toshiba capitulation could be likened to the ERICY-QCOM settlement last year. Absolutely! You may have missed Mihaela's alert last night: Message 13891813 Rmbs currently trading at +24 1/4. You and Thucydidies are having a fine payday in return for your long term convictions about rdram. Congratulations. uf

To: Dr. Id who wrote (26430)	6/16/2000 11:25:00 AM
From: DownSouth	Respond to of 54805

IMO, Dr. Id, RMBS will soon be crowned a Gorilla. The reason is not just RDRAM, but the capitulation by Toshiba that RMBS has IPR for SDRAM. The crowning will occur if others capitulate or the courts uphold RMBS' claim.