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

To: Dave B who wrote (46469)	7/3/2000 12:59:06 AM
From: StormRider	Read Replies (1) \| Respond to of 93625

NEWS: Rambus CEO Says Company Not Licking Lips at Prospect of DDR Royalty Payments from Hitachi July 3, 2000 (TOKYO) -- Officials of Rambus KK, the Japanese affiliate of U.S.-based Rambus Inc., met with members of the press and stock analysts June 29 to explain the thinking behind the licensing agreement the company signed with Hitachi Ltd. on June 22, which marked the end of Rambus' patent infringement litigation against Hitachi. Rambus KK CEO Norihiko Naono conceded that under the terms of the agreement, the royalty rate for use of its double data rate (DDR) SDRAM technology is set higher than that for Rambus DRAM. What the two royalty rates actually are was not revealed, but Rambus does say that they are both set at under 10 percent -- a level low enough not to start causing problems for manufacturers of DDR SDRAM memory products. Naono explained that the reason there is a higher royalty rate for DDR SDRAM is not because Rambus merely wants to benefit from higher royalty payments, but because it wants to make it clear to stockholders that there has been no change to the company's policy of promoting Rambus DRAM as its preferred choice of next-generation DRAM technology. On the other hand, Rambus also claims that it did not want to limit consumer choice by shutting DDR SDRAM products out of the market completely, and had therefore decided to set its royalty rate at a level that is not much higher than that for Rambus DRAM. Naono also made reference to the rapid rise in the value of Rambus stock that occurred after the announcement of the Hitachi licensing agreement, saying that reason was not necessarily just that people were anticipating increased profits from DDR SDRAM royalty payments, but rather because investors and industry analysts realized that there would now be fewer risk factors standing in the way of more widespread use of Rambus DRAM technology. nikkeibp.asiabiztech.com ******************************************************** More PDA makers report problems with Micron DRAMs By Jack Robertson Electronic Buyers' News (06/30/00, 04:31:43 PM EST) At least two new personal digital assistants (PDA) makers -- TRG Products Inc., Des Moines, Iowa, and Handspring Inc., Mountain View, Calif. -- have reported sporadic errors due to a problem with a DRAM chip from Micron Technology Inc. Palm Inc. earlier this week disclosed that the Micron part could cause data loss in some instances. All three PDAs use the Palm Operating System. A DRAM timing problem can sometimes interact with software to cause errant or lost data, according to Micron., Boise, Idaho Initially, a Micron spokesman said the problem was confined to Palm PDAs. However, a TRG spokesman said the firm experienced the same trouble, which it blamed on the Micron chip. Both TRG and Handspring have posted software patches, as has Palm, on their respective web sites to prevent the potential mishap. Micron hadn't responded to an inquiry regarding the latest additional PDA makers citing DRAM problems. ebnews.com ********************************************************* Thanks to the posters on the yahoo boards...