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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: rel4490 who wrote (26830)	6/26/2000 5:06:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

One of the objections we have heard from the RMBS bears is that no one wanted to pay RMBS a royalty to manufacture RDRAM, so they would work hard to make DDR and other technologies successful. Well...could be that that objection has gone away. They may have to pay RMBS no matter what RAM they manufacture.

To: rel4490 who wrote (26830)	6/26/2000 5:48:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

If the settlements with the DRAM manufacturers continue,RMBS will have become a retrospective gorilla on Main Street with respect to SDRAM by virtue of its unexpected IPR in the SDRAM market. I agree. I'd like to see more manufacturers fall in line with Toshiba and Hitachi before declaring Rambus the gorilla. Just my conservative approach. --Mike Buckley

To: rel4490 who wrote (26830)	6/27/2000 8:02:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

rmbs...... <RMBS will have become a retrospective gorilla on Main Street with respect to SDRAM by virtue of its unexpected IPR in the SDRAM market. yeah, "unexpected" is right. Where the hell did that come from, anyway? I followed Rambus for most of 1999, beginning in January. I don't recall any discussion from management the first 3/4 of the year on how SDRAM or DDR encroaches on their technology. Since you're a lawyer, let me ask you this? Does it make sense for a company like Rambus, which is pushing DRDRAM, to wait until the a minute before midnight, to roll out its patent claim on SDRAM and DDR? SDRAM has been around for years; why miss out on all those royalties for the past 5 or so years? Also, if the point of the royalties now is to push the manufacturers into making DRDRAM (lower royalty costs than the other DRAM options), then why wasn't Rambus pushing playing this card last summer when the DRAM cartel was being stubborn about manufacturing? I don't know; I just don't get the timing. Right now, everyone is touting the brilliance of Rambus management. But the above recollection doesn't lead me to think they are brilliant. And in watching and listening to Geoff Tate (Rambus CEO), PR and salesmanship wouldn't strike me as his longsuits. He ain't no J. Chambers. BWTFDIK.......Apollo