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

To: pompsander who wrote (45993)	6/24/2000 7:13:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

OTOTOTOT: For those of you who have recently become more attracted to IP companies, here is a nice description of one such firm which has been down on its luck. Many think GMST could be a Rambus type company, as its founder, Henry Yuen, is known as the original "patent terrorist" for his defense of some possibly critically valuable electronic programming guide and related patents. If interactive TV takes off, GMST should prosper. Disclosure: Pomp owns some GMST, as you might guess. Message 13939867

To: pompsander who wrote (45993)	6/24/2000 7:21:00 PM
From: pompsander	Respond to of 93625

Here is the most current RAM price index. Hmmm. RDRAM still coming down a bit, SDRAM up, up, up. What does it all mean? members.home.com

To: pompsander who wrote (45993)	6/24/2000 10:56:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: If you fail to sign that deal litigation will commence immediately... That's another Rambus dream that's likely to come true. Then when that absurd patent gets thrown out - what is Rambus worth? You can bet your last dollar that no memory manufacturer will ever again willingly enter into any agreement of any kind with Rambus. So when the nonsense patent is thrown out, what is Rambus worth? There are always those Playstation revenues, and some networking companies will want to use Rambus in a few of their switches - if they can find anyone willing to manufacture it for them. Being bitterly hated and despised by every one of your customers is OK as long as you can keep a gun pointed at their heads. But long term, there are often better strategies. Dan

To: pompsander who wrote (45993)	6/25/2000 2:10:00 AM
From: Scumbria	Read Replies (4) \| Respond to of 93625

Pomp, Micron, you have thirty days to ink the deal. If you do, the terms of your SDRAM/DDR royalty payments will be effective on shipments beginning on the date of execution. If you do not ink the deal within the prescribed time, the deal is off the table. A new proposal will be offered - same terms but the effective date will be January 1, 1998. If you fail to sign that deal within two weeks, the effective date moves back to patent issuance date. If you fail to sign that deal litigation will commence immediately. Nice idea, I like it. Kind of reminds me of a book I read once about Family business ethics. "Jimmy, you got a nice family and a restaurant here. You pay me every week, we keep your business safe. You miss a payment, we break your thumbs. You miss two payments, we break your feet. Three payments, we burn the place down and you end up in the East River. We like you Jimmy, and we want to make sure nothing bad happens to you." Scumbria