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

To: Barry Grossman who wrote (48196)	7/28/2000 2:34:24 PM
From: multicollinearity	Respond to of 93625

<This is a MUCH bigger story than the market has reacted to as I write this> I agree but the NAZ is down 160+ and the reaction is somewhat similar to this week's Intel news that was out around noon on Tuesday. Initially there was little reaction from the market that day, and the stock closed at 85. It took a day for the significance of the announcement to sink in, and Rambus closed down 10 on Wednesday. Since then it's been a popular topic with the media's talking heads. We may see the full impact of today's announcement on Monday. Unclewest aptly conveyed its significance with his bowling analogy, and it has to put some fear in those who have heavily shorted this stock. Multico

To: Barry Grossman who wrote (48196)	7/28/2000 3:18:30 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re:Rambus could, if they wanted to, demand royalties for all that was produced by all the world's memory manufacturers from 1995 to date. Actually, Barry they can only claim royalties back to the date of the issue of the relevant patents. In some cases, this is 1999 although I think they had a few patents issue in 1996 most were still working their way through the patent office. Remember too that the settlements are to be amortized over a 20 quarter period. This means that they show up in the following quarter as 1/20 of the settlement amount. I agree that the licensing is proceeding at a more rapid rate than I had anticipated. We have had 3 licenses in less than a month and I believe the are negotiating with at least 11 other firms. Regards, Jim Kelley