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

To: Don Green who wrote (49765)	8/14/2000 8:31:30 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; RIMM pricing decrease meets temporary road bump: RIMM-xxx PCxxx -800 -700 -600 133 100 ------ ------ ------ ------ ------ 8/11 +5.14% +5.28% +9.85% +0.00% -0.02% members.home.com Has the drop in RDRAM pricing relative to SDRAM come to some sort of a stop? Probably not, but RDRAM still has a long way to go to reach pricing parity, and the trend is no longer uniformly down. -- Carl P.S. So Subodh Toprani has left Rambus? One wonders why...

To: Don Green who wrote (49765)	8/14/2000 8:32:09 PM
From: Scumbria	Respond to of 93625

Don, The royalties per chip Rambus is seeking on SDRAM are relatively low, but the royalties sought on DDR DRAM are higher than what Rambus charges for licensing RDRAM, Kanadjian said. The companies are already trying to resolve the suit. "Negotiations have resumed," Kanadjian said. "As we have stated, Rambus prefers to negotiate and come to an amicable agreement." An "amicable" agreement where DDR royalties are higher than DRDRAM royalties. Is this guy a comedian? Scumbria

To: Don Green who wrote (49765)	8/14/2000 11:35:12 PM
From: NightOwl	Read Replies (2) \| Respond to of 93625

Ooops! There goes the treble damages! Great job Avo! Rambus is not alleging that Infineon intentionally infringed its patents, said Avo Kanadjian, senior vice president for Rambus. Infineon is a licensee of Rambus, and the company is making RDRAM memory chips based on Rambus' design. Rather, the suit is based on the premise that the open design specifications SDRAM and DDR DRAM necessarily impinge on the company's patents. Any chipmaker that has or will produce either type of memory, therefore, needs to pay Rambus royalties for their output, according to the company. 0\|0