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

To: Bilow who wrote (51070)	8/24/2000 6:00:50 PM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

Carl: 'Tho you were responding to Rocky, the silliness of your arguments was such that I can't help but respond to you: 1. "So they started their SDRAM patent in 1990. Why didn't they collect any SDRAM money from it until 2000? Doesn't seem like good execution by an IP company to me." You can't collect on IP till patent is issued, Carl. Unless you want to disclose the application or worse yet, ask for royalties on trade secret technology (hard to do!). Your proposition seems to suggest that these insane moves would have somehow been "good execution." Business suicide is more like it. You know better than that. 2. "The amount of SDRAM produced from 1995 to 2000, is what, maybe 80 billion dollars. 1% of that would be a cool $800 million dollars. That's a lot of money for Rambus to have left on the table." Pigs eat, hogs get slaughtered Carl. Here you are questioning them for not being greedy, when you and your pals (esp. scumbr) have continuously criticized their IP business model as embodying greed of the worse sort! At worst, their hesitancy to ask for back royalties was naive, in attempting to facilitate RDRAM business actvity and / or to facilitate SDRAM / DDR negotiations. They certainly under-estimated the duplicity and bad faith of the big DRAM boys. 3. "It seems that the Rambus bull position has a bit of a paradox here. Rambus is an IP company, and does the best patents in the memory world. Rambus invented SDRAM. Yet Rambus, the very company that is supposed to be so good with patents, failed to collect on their SDRAM patents for at least 5 years." This masterpiece is an example of spin at its worst. BP

To: Bilow who wrote (51070)	8/24/2000 8:22:05 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Bilow... Things must really not be going your way in this debate. I see anger in the tone of your posts now that I didn't see before. I think the Rambusdroids are beginning to break you down and you are becoming frustrated. My answer to your post is that they do own SDRAM technology and are entitled to royalties. But rather than going back to collect for years past why not make a deal going forward with their partners so they can both move forward in good faith. Diplomacy and bargaining Bilow. Make friends, not enemies. You know the old saying, "you can catch more flies with honey than you can with vinegar"