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

To: IceShark who wrote (51729)	8/29/2000 1:12:42 PM
From: Dave B	Respond to of 93625

IceShark, Oh, I didn't mean to say that there were not risks involved in this battle on both sides. What I was pointing out is that is is foolish to conclude that the OEMs using current MU product are in potential trouble at this point in time. That possibility is quite a ways down the road and isn't going to create problems for MU now because the OEMs are fearful and would stop buying MU product. Agreed. I also think this threat to never license someone that loses an infringement case in court will never pan out at the end of the day. I just have a hard time believing the courts would allow little Rambo to put one of the biggest memory manufacturers, who happens to be based in the US, basically out of business (and likely create a world wide shortage of memory at the same time). I don't think Micron will let it happen long before it gets to the point where Rambus says "no". If Micron did, I suspect that Rambus would probably be "magnanimous" and license the technology to them anyway (and take the royalties and penalties, thank you very much). At that point, they'd pretty much have a lock on SDRAM/DDR claims and they could afford to be nice (as they're licking all those envelopes to send to other producers of SDRAM and DDR technologies). But you're right -- there's more than enough uncertainty to go around for a while. Dave