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

To: NightOwl who wrote (47278)	7/15/2000 4:32:56 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re: NO license = Out of business! You neglected to note that the real killer in this negotiation is the ITC. The ITC will render a verdict in 1 year not 10 years. Therefore, companies which are not licensed are risking having their exports to the US blocked. This effectively puts them out of business. RAMBUS could block shipments of SDRAM and DDR SGRAM and SDRAM from companies like Hyundai, Samsung, NEC , ETC. They may even be able to block imports containing Micron SDRAM and DDR. Is this the kind of risk that they should be taking in view of the Hitachi and Toshiba settlements. I think not! JK

To: NightOwl who wrote (47278)	7/15/2000 5:09:18 PM
From: gnuman	Read Replies (2) \| Respond to of 93625

NightOwl, re: pending a litigation result more than 10 years down the road. My guess is it wouldn't take that long, two to three years maybe. IMO during this period there is no fear that the ITC will block imports. I make that judgement on the fact the ITC would make an economic assessment of the impact on the PC industry. Blocking DRAM would have severe economic impact on all facets of the industry, and IMO it's not an option. The downside for the makers is the fee's could be retroactive if they lose. All in all a very dicey game for everyone. FYI, here's a link to the ITC rules. I think sections 210.50, 210.66 and 210.67 would apply in this instance. ftp://ftp.usitc.gov/pub/notices/ITCRULES.PDF At any rate, JMHO's