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

To: Scumbria who wrote (45878)	6/23/2000 12:00:00 PM
From: Dave B	Respond to of 93625

Scumbria, I don't think so. They were caught between a rock and a hard spot. I'm not sure why you think that. Toshiba certainly wasn't stuck at all. Hitachi could have dragged this out for quite a while if they thought the royalty rate was unreasonable. There wasn't any pressure for either company to settle. As Pomp pointed out, the amount of resources expended to find ways around the Rambus IP will be directly proportional to the unreasonableness of the rate. We'll have to see how much effort they put into it. Also, why argue with us about this? We're not the ones who made the decision. One suggestion might be that you write to Toshiba and Hitachi and explain that you believe they are dramatically overpaying for the Rambus IP. What were they thinking? I'd be interested in their response. Dave

To: Scumbria who wrote (45878)	6/23/2000 12:19:00 PM
From: pompsander	Respond to of 93625

Scumbria: Yes, they were caught between a rock and a hard spot, but that is how the market work. Wheat is worth more when there is a draught because the buyers are caught between a rock and a hard spot. Right now, Rambus owns the only mill in town. If you want to get your wheat ground, gotta pay whatever fee they charge. Or, build another, different kind of mill. Why is this so difficult to accept. Fairness is whatever the market and the laws allow. Rambus may feel it has been disadvantaged for several years by past refusals to acknowledge its IP. Was that fair to them, in hindsight?