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

To: add who wrote (52467)	9/4/2000 3:00:31 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

ADD, MU is using RMBS's property in DDR. RMBS can charge whatever the hell they like. I suspect these questions would take years to resolve in the courts. Unfortunately, Rambus has destroyed almost all of their industry relationships by failing to deliver on their numerous promises of price and performance, and then suing their customers for using alternatives. Given the somewhat dire straits the company has fallen into, I suspect that they will settle for a reasonable royalty in the not to distant future. Scumbria

To: add who wrote (52467)	9/4/2000 7:12:47 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

add, Certainly the dispute is about property rights but there are alternative possibilities as to whom the rights belong: lostcircuits.com I don't recall this being posted here before but I saw it posted somewhere last week. Note the the disclaimers. The author also closes with these words: We have contacted Rambus but were unable to get any feedback on this matter, therefore, the view presented here may contain a certain bias but it will certainly be interesting to see how this story develops. Obviously, RMBS will assert a different "perception" of this history or a different history altogether. Years, months, days; sooner or later we will find out whose perception and history rules the case. If the matter is settled with royalty payments by all DRAM Fabs at equivalent levels and no higher for DDR than for DRDRAM, I would have to assume that MU got what it had to have. If the suits settle with the Fabs paying varying amounts and more for DDR than DRDRAM, I would say that RMBS got what it had to have. If the litigation runs its course we'll know who won the legal battle very simply. But if RMBS wins in the courts I suspect the market war will have only begun. 0\|0