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To: IceShark who wrote (51693)	8/29/2000 11:24:17 AM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<Why not? The OEMs have nothing at risk other than perhaps a supply disruption>> Oh thats all - Let's see they can not ship their product because of a trade embargo, they have to take apart their product and replace MU parts with valid parts. Guess that is a minor problem with little downside risk.

To: IceShark who wrote (51693)	8/29/2000 1:15:27 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re: "perhaps a supply disruption ..... " I guess you are acknowledging the possibility of a supply disruption. There is also the possibility of OEMs which use the Micron parts having their exports to the US interdicted by an ITC ruling. The ITC can act in 12 to 15 months after an action is instituted. This became clear when Sega was brought into the Hitachi ITC case by Rambus. An Oem like Sega does not want this kind of uncertainty to enter into its business as a result of the acts of its supplier. Consequently, should Acer ship motherboards into the US which contain Micron Dimms the shipment may well be interdicted by order of the ITC. Perhaps there is a lawyer on the thread familiar with the ITC powers. I do not know the specifics of the ITC law but it stands to reason that the ITC does not arbitrarily discriminate between foreign and domestic companies. In addition, in order to assuage OEMS Micron will no doubt have to imdemnify them against losses that may be sustained as a result supply disruptions and product interdictions. It hardly makes the deal negotiations easier. Meantime, Micron competitors which are licensed can use this as an opportunity to displace Micron in OEM accounts. The one thing that Micron has working for it now is the current production capacity constraints for DRAM. This is supposed to continue for about a year.