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

To: mishedlo who wrote (51699)	8/29/2000 11:50:53 AM
From: IceShark	Read Replies (1) \| Respond to of 93625

No, that isn't the way it will work at this point. OEMs won't have to take apart product. There is now a patent suit in play, one reason MU probably decided to take the lead and file now that RMBS has put them on notice, and nothing will happen until validity and infringement are decided. If MU loses, then they have to pay RMBS court decided damages (which will likely be the royalty amount in the worse case), the OEMs aren't going to lose anything and customs isn't going to stop imports of items containing MU product in a pre-emptive fashion on a fact in litigation in the US courts. Besides, MU has a great deal of political influence as a result of all the anti-dumping lobbying they have done in the past as well as being a major US employer. Far more than little RMBS has. I repeat, there is no downside risk at the present time to the OEMs and if something changes there will be quite a bit of lead time to see that change coming. Then there is the whole JEDEC issue which will be pursued in some fashion in the case just filed.