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

To: jim kelley who wrote (51689)	8/29/2000 10:50:59 AM
From: Scumbria	Respond to of 93625

Jim, It may be a tacit acknowledgement that DDR on the desktop is a failing goal Do you really believe this kinds of comments when you make them? Scumbria

To: jim kelley who wrote (51689)	8/29/2000 10:59:14 AM
From: IceShark	Read Replies (2) \| Respond to of 93625

If you were an OEM would you risk using MU's DDR in your graphics cards if you could get licensed product from Toshiba, Hitachi or OKI? Why not? The OEMs have nothing at risk other than perhaps a supply disruption if RMBS were to prevail in court and get an order to have MU stop producing infringing product. No matter what you think about the merits, that is likely to take years and a lot can change in that time.

To: jim kelley who wrote (51689)	8/29/2000 11:54:35 AM
From: Dave B	Respond to of 93625

Jim, The action by Mu clouds their DDR goals. It may be a tacit acknowledgement that DDR on the desktop is a failing goal. Or it could mean that they expect it to do very well and don't want to pay royalties on it. This has to hurt Mu when it sits down with the OEMS to sell product. It may also be grounds for terminating their existing supply contracts. It also clouds Mu's access to the more advanced memory such as qrsl Rdram. Mu's future in the memory business is cloudy. I'm not sure I'd agree with this. Most customers will either not know about it, or assume that Micron will do what it needs to to run its business. Very few would assume that Micron would run itself out of business over this. Again, my bet is that Micron will find a way to settle if it looks like there's any reasonable risk in the trial. They may end up with "less-friendly" terms, but it wouldn't hurt them in the long run. I'll bet that Rambus would love to settle as well. Dave