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

To: Dave B who wrote (45165)	6/20/2000 12:47:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

I continue to be surprised by the attitude of some on the thread who, even after making tons of money on the stock itself, still despise the very corporate strategy and assets of the company. Hey, I don't understand any of this engineering mumbo jumbo. I own Rambus in large part because of its patents. I own Cree in large part because of its patents. I own Gemstar in large part because of its patents. Each one of those companies is called a "dictator" or (in Gemstar's case) a "patent terrorist". The patents for effectively growing and combining silicon carbide crystals with other elements or designing an electronic program guide for the television seem as esoteric to me as DRAM design and manufacture. In Gemstar's case the argument that one button channel selection for television is too simple to deserve a patent has been fought and lost. What is the problem with companies' entitlement to IP? Maybe they weren't the best, the fastest, the cleanest or the cutest....but they got the patent! Earnings will follow. The stock will flourish. I recognize that debating the validity of the patent is one thing....but arguing that a legitimate patent should have no value is a dead end road.

To: Dave B who wrote (45165)	6/20/2000 12:48:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Dave, Wouldn't the question be the same regardless of where the companies were located? Why is their location important? Because of the ITC. This is a US government organization, and it is an election year. ;^)) It would be great publicity for the administration to nail a Japanese company or two, don't you think? What if SGI decides to quit doing graphics and set up a patent holding company to collect massive royalties from every graphics manufacturer, for the numerous patents that are being infringed upon in every design? There is no good way around several of their more general patents. The world could get pretty weird. Scumbria