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

To: jim kelley who wrote (49949)	8/15/2000 11:31:19 PM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: Why would Infineon want to risk its entire memory business But that's just it. If Infineon pays off rambus, how many other companies will dredge up some irrelevant patent and demand millions with the threat of blocking sales? None of the real memory producers can afford to set such a precedent with Rambus. Rambus will have to fund a 10 year lawsuit with a $100 million price tag. And it will still be a crapshoot. At the end they might have the right to collect royalties on chips that haven't been produced for years. With a case as weak as theirs, retroactive royalties are very unlikely. This isn't like Kodak and Polaroid - rambus never shipped a product or developed a market, and rambus attended standards meetings where it was obligated to at least reveal any conficts with alleged patented IP. Rambus isn't going to get royalties from DDR or SDRAM that could justify its present capitalization. Dan