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To: Ex-INTCfan who wrote (30903)	8/29/2000 9:20:52 AM
From: Dealer	Read Replies (1) \| Respond to of 35685

From the Rambus thread: One person's opinion! To: chic_hearne who wrote (51622) From: richard surckla Tuesday, Aug 29, 2000 1:55 AM ET Reply # of 51661 chic... I've been doing a lot of research tonight and I have come up with basically the same conclusion you have, but perhaps for different reason. Here's my take... (1) Rambus and Micron were in negotiations. The negotiations broke down because of royalty percentages and perhaps some other matters, but the percentage amounts, whatever they were was the straw that... you know the rest. (2) Microns position is how do we bring this thing to a head? Easy file a lawsuit in Federal court on antitrust matters. Let the court decide. (3) What antitrust matters will Micron file under... Royalties are too excessive. A valid reason. Let the court decide. (4) Is it legal for Rambus charge more royalty fees for DDR and SDRAM than they do for RDRAM? Micron will let the court decide. Let's say that this is correct so far. Two things can happen under this scenario... (1) The court agrees with Rambus and they win the case outright. (2) The court agrees with Micron. Now what do they do to remedy the situation? Does the court force Rambus to modify the royalties or do they strip all rights from Rambus? I don't think they would strip all right away. This would be an injustice to any company or person that holds valid patents. chic... I have to give more thought to this to write anymore, but you have my basic thoughts. It was nice, however, to agree with you partially on this matter. But I must ask, where did you come up with your opinion? I know that I've been doing a lot of reading in the archives of Federal Antitrust Law. I think Micron knows they will have to make some type of settlement, whether voluntarily or by court order if they are to use Rambus IP. In the end Rambus will come out ahead. But it could be a very rough ride.