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

To: GVTucker who wrote (49325)	8/10/2000 11:09:40 AM
From: gnuman	Respond to of 93625

GVT, as I posted some months ago, IMO, Rambus' valuation is tied to the validity of their IP. If the major's sign up, the price is justified. If not? JMHO

To: GVTucker who wrote (49325)	8/10/2000 11:56:38 AM
From: sam	Respond to of 93625

"...also that Hitachi's market share goes away at year end, as their settlement does not include the NEC joint venture." Correct. Hence the significance of a potentially immanent joint venture/RMBS signing.

To: GVTucker who wrote (49325)	8/10/2000 12:48:05 PM
From: jim kelley	Respond to of 93625

Actually, the Hitachi royalties do not go away at the end of the year. Hitachi has a 5 year contract with RAMBUS which includes the SH series of microprocessors. These contain SDRAM controllers which payout at 2.5% or greater rate. This contract would also include embedded SDRAM. The DRAM operations are moving to the joint venture in order to achieve some economies of scale. Also, it is presumptuous to take a position on what Hitachi will be doing with Rambus technology beyond this year. I certainly do not know and I don't think anyone else does either. :)