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

To: Estephen who wrote (46071)	6/26/2000 11:30:00 AM
From: blake_paterson	Respond to of 93625

Estephen: <<I would hate to be short after hours when the next announcement comes.>> Agreed! Question for many here may well be, does one keep one's margin position at this point? <<At this point I don't care if Micron never ramps rambus.>> Being the greedy guy that I am <ggg>, I hope all RMBS milestones are hit ASAP, especially MU. BP

To: Estephen who wrote (46071)	6/26/2000 11:37:00 AM
From: pompsander	Read Replies (4) \| Respond to of 93625

I agree. However, it would be a very interesting business decision by Micron if they do not, in fact, ever ramp RDRAM. It may be a valid business choice (as Carl and Dan would tell us) but, boy, they can't afford to be wrong on it. And because of the bad blood, or at least perceived bad blood, between the two companies management of Micron has to watch out that it does not actually color their decisions or be perceived by outsiders as coloring their decisions on implementing RDRAM. One possible approach for Rambus during negotiations with Micron for SDRAM/DDR royalties would be to trade off some aspect of its anticipated financial package for guaranteed RDRAM production dates and volumes. A different form of the carrot and stick than Intel tried to use. If Rambus could pull this off, I would have even more respect for their management as the tendency right now is to stuff Micron hard......maybe not the best long term solution. And, yes, I know I have been an advocate of tough tactics, so maybe I am now swinging too far the other way. On a related note, I am surprised by the number of posters who think that Rambus has a lot of flexibility in not enforcing its patent rights. Hey, as a shareholder I expect the company to use all its assets to my best interest. That includes using any legal assets like IP. I do not assume for a moment that they will squander any potential future earnings which are built into my share value in order to be better liked in the industry. I want that share value maximized. Poeple who feel public companies should be managed otherwise should sell their stock and buy a dog.

To: Estephen who wrote (46071)	6/26/2000 11:39:00 AM
From: Estephen	Respond to of 93625

The two deals may have set a precedent that could ultimately force other memory manufacturers to start coughing up royalty payments to Rambus no matter what kind of PC memory they make. The list of companies that could end up paying huge royalties to Rambus include Micron Technology (NYSE: MU - news), Infineon Technologies (NYSE: IFX - news), Samsung and NEC (Nasdaq: NIPNY - news), among others. No one is quite sure how the rest of the industry will respond to the new royalties, and Rambus has indicated that it may be in talks with other memory manufacturers to cut similar deals. ``The choices facing the rest of the industry are to do what Toshiba has done or to sit and wait until Rambus does to them what it has done to Hitachi,'' and get sued, says Steve Cullen, a Boston-based DRAM industry analyst with market research firm Cahners In-Stat Group. ``Hitachi and Toshiba are both very competent companies,'' says In-Stat's Steven Cullen. ``If those two have settled, there's a good chance that most others will decide not to fight Rambus on these patents either.'' biz.yahoo.com