Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave B who wrote (51698)	8/29/2000 11:47:41 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Dave B, That's how I read it. The question is what is fair? I don't know for sure, but I would think that Micron wanted a better deal in their negotiations with Rambus. I further think that Rambus realized special deal would present problems with antitrust laws. Rambus' position would be what was good for Hitachi, Toshiba, etc. should be good for Micron. I think that this must have lead to a breakdown between them. Micron being pissed threw up their hands and said we're going to sue. We feel what you are asking for is not fair... you are asking for excessive royalty rates. I also think that if Rambus had said OK to a special deal Micron would have turned around and used this against Rambus in a court of law. Of course this is all speculation on my part. I know special deals are made, but I don't think you can charge different royalty rates among your customers in this type of situation. But I could be wrong. An attorney will have to answer many of our questions. I'm sure we will hear more.