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

To: Bilow who wrote (51163)	8/25/2000 9:09:30 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; More on the Nintendo (ex)Dolphin... Today, the company called its Nintendo chip “revolutionary.” The design, ATI said, includes unleashing a clock speed of more than 200MHz on 16Mbytes of NEC’s 0.18 micron embedded DRAM with a 202.5MHz co-processor the will contain 24Mbyte Mosys 1-T SRAM [Mosys' marketing term "1-T SRAM" actually means "embedded DRAM"] memory embedded directly onto the chip, boosted by 40 Mbytes of system memory [Which I understand is also embedded DRAM.] electronicnews.com -- Carl

To: Bilow who wrote (51163)	8/25/2000 9:30:22 AM
From: richard surckla	Respond to of 93625

Good morning everyone.... BREAKING NEWS!!!! Bilow now admits RAMBUS was/is entitled to royalties from the entire DRAM industry!!! Now agreeing with the facts Bilow says shareholders should be pissed. I say RAMBUS moves in mysterious ways and it is yet to be determined what the DRAM industry will pay. Remember the law allows a different settlement with each infringing company. Thanks Bilow, from one shareholder that is not pissed. Bilow quote: "P.S. Rambus - the bumbling company that let billions of dollars worth of SDRAM be produced for six years without them being paid any royalties, thereby missing the bulk of the big SDRAM production years, failing to take advantage of their intellectual property, and blowing their fiduciary duties to their shareholders. [If I were a long term share holder, I'd be pretty pissed at how poorly Rambus took advantage of their SDRAM design efforts.]

To: Bilow who wrote (51163)	8/25/2000 2:29:36 PM
From: Barry Grossman	Read Replies (2) \| Respond to of 93625

If I were a long term share holder, I'd be pretty pissed at how poorly Rambus took advantage of their SDRAM design efforts. I first put my money on RMBS mid June 1998. I guess that makes me a long term holder but from my perspective, two years is still short term. Needless to say, my initial cost of about 10 compares quite well with RMBS @ 86-87 RT now. Even though my avg cost is now about 15, I'm certainly NOT pissed at Rambus management. Quite the contrary. IMO, negotiations are going quite well. News is out that they are real. Details are SECRET, as they should be. The clock is ticking and the Dramurai customers are wondering how they are going to be effected. Best solution that I can see for the whole industry is a mass settlement with Rambus on an agreed upon fair royalty rate. As Rambus has said, QUITE LOUDLY I THOUGHT, those who cause Rambus to have to take legal action and ultimately lose the lawsuit, will not necessarily be granted a license. That might be a bet the company decision for those recalcitrants. This is a huge warning and I'm certain that it will be a major factor in influencing them to settle instead of litigate.