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

To: Barry Grossman who wrote (49465)	8/11/2000 10:47:04 PM
From: Bilow	Respond to of 93625

Hi all; Jack Robertson reports Infineon lawsuit: Rambus sues Infineon over SDRAM patents "We filed suit after we thought negotiations with Infineon had broken down," said Avo Kanadjian, vice president of worldwide marketing for Rambus in Mountain View, Calif. "Since then negotiations have resumed and we are hopeful of reaching a settlement," he said in an interview late Friday afternoon. But sources said Infineon has held off filing its own lawsuit, fearing possible adverse reaction to a foreign chip giant attacking a smaller U.S. technology firm. Infineon's concerns are now moot, with Rambus taking the German DRAM maker to court first. As previously reported, an ad hoc industry group of major memory firms, chip set makers and some system houses has been meeting to draft a strategy for attacking the Rambus synchronous patents. The options include the possibility of filing an antitrust complaint with the U.S. Federal Trade Commission against Rambus. In an FTC complaint, Rambus would be accused of trying to restrain trade by allegedly patenting data that it obtained as a participant in meetings with the Joint Electron Devices Engineering Council (JEDEC) to debate synchronous memory standards. Rambus officials in Mountain View, Calif., deny such charges. Some sources said Rambus has escalated its campaign to obtain royalties from synchronous memory patents as Intel Corp. shifts its memory strategy for Pentium 4 from only supporting Direct Rambus memories. As previously reported, Intel is developing its own chipset to support SDRAM memories for the next mainstream PC desktop Pentium 4, which is set to be unveiled in mid 2001. ebnonline.com I suppose I should repeat my most recent word on the subject: I predict that Rambus will have to sue for royalties from Micron, Samsung, Infineon, and Hyundai. (In other words, I think it is unlikely that these companies will sign lucrative royalty agreements without a fight.) After the stuff gets in the legal system, God only knows what will happen to it. #reply-14178298 This should be interesting to watch. Of the big four, Infineon has the least amount of IP. I would think that they would be loath to test their luck in the US court system, but who knows. Infineon is on the leading edge of DDR, along with Hyundai and Micron. -- Carl