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

To: pompsander who wrote (45241)	6/20/2000 11:59:00 AM
From: Scumbria	Respond to of 93625

Pomp, 4. What is with all this concern about Rambus "not being liked". Now Toshiba is "not liked" by the other Dram companies. Since when is popularity critical to success in what is, frankly, the bloody business of high tech? Relationships in Silicon Valley are largely based on social contacts. Many DRAM makers have been working overtime to get rid of DRDRAM. Intel has been killing themselves to keep DRDRAM alive. The balance of these things may get tipped during a drink at the bar. 2. Seriously, why do you have such a big problem with a purely IP company saying that it does not want to cross-license because the other firm has nothing it wants? What would Rambus take in trade? What they may well take in the future is stock. Warrents. Don't be surprised if this is one ultimate solution. However, Rambus is going to be careful in this area, IMHO. Still, it makes great sense for an IP company to build a nice portfolio of growing companies' stock. It is the valuation of the IP that I am concerned about. Rambus seems to believe that their little tiny piece of SDRAM IP is adequate to get the ITC to ban import of SDRAMS from Hitachi, and they may be correct. Now who will set the fair price for the IP? Can Rambus hold Hitachi hostage until they give in to an arbitrarily large royalty? These are very important questions, and I'm rather surprised that the thread isn't constructively engaging my discussion. Scumbria