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

To: mishedlo who wrote (52553)	9/5/2000 2:03:30 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

I don't know Mike. I am certainly in favor of staying away from the court house steps at all costs, ...but I have to tell you. If I'm MU or any other DRAM Fab, but particularly one based in the U.S., and if I found out in 1999, that: 1. INTC knew of the RMBS patent plans for SDRAM and DDR before it published "its" PC100 guidelines and/or before the crucial JEDEC votes were taken on those designs, and knew that RMBS was attending the relevant JEDEC meetings; and 2. That before the JEDEC votes, RMBS and INTC had an unpublished deal tying them, and INTC's domination of the CPU market, together on DRDRAM, in which INTC agreed to use only DRDRAM in any new CPU's from 2000 on; and 3. I had proof of 1 & 2. ... I'm afraid I'd be suing both INTC and RMBS 'til they pried the Bill of Rights from my cold dead talons. (...And I'd be making huge investments in Transmeta and AMD at the same time. :8) Then again, if I'm INTC, and I haven't a clue about the RMBS patent plans before issuing those PC100 standards; and I truly believed they were going to be open standards; and I find out about those patent plans only after RMBS has talked me into tying my CPU market clout to DRDRAM; and I then find out that the DRDRAM performance claims weren't true,...? Well in that case, as soon as I cleared some time on my calendar between visits to the proctologist and psychiatrist, and clearing out several Departments of VP's and lawyers; I sit down and write a sincere and heart felt apology to all my good DRAM-Fab buddies and I promise them all the aid and assistance I could muster in their litigation against the Bus. But of course, none of those things could have possibly happened. ...But if it did and I knew it, then no. There'd be no way I would agree to any settlement with RMBS. Not to mention one "favorable to RMBS". ...Well, maybe for 51% share of RMBS and lots of new Directors. ...But that's my best offer. <vbg> 0\|0