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

To: Don Green who wrote (53136)	9/12/2000 11:01:14 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Major Dramurai signs up with Rambus By: Mike Magee Posted: 13/09/2000 at 02:54 GMT Rambus said today that NEC has signed a licensing agreement with it for next generation Direct RDRAM memory as well as licensing patents for synchronous memory and double data rate (DDR) memory. The acknowledgement is a major coup for Rambus. NEC is one of the biggest of the Dramurai, along with Toshiba, which has already licensed this technology from the intellectual property (IP) company. According to Rambus, the next generation of 1066MHz Rambus memory will give a 33 per cent edge over the current generation of 800MHz RIMM memory. NEC has had a close relationship with Rambus from the very beginning. Rambus is currently in litigation with Micron, Infineon and Hyundai, all of which are considerable players in the market. This latest will put pressure on all three of these firms, which insist Rambus does not own patents on SDRAM or DDR memory. ®

To: Don Green who wrote (53136)	9/12/2000 11:11:01 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Don Green; Joint Hitachi/NEC COULD come to terms with Rambus??? This stuff is getting stranger and stranger. Hitachi signed a similar synchronous-interface licensing pact with Rambus earlier this year which extends only through the end of 2000 -- prior to the launch of the DRAM joint venture with NEC. However, since both partners have signed licensing pacts with Rambus, the joint venture could be a candidate to come to terms with Rambus on the synchronous patents, according to observers. ebnews.com Does this mean that the NEC agreement only holds until Hitachi and NEC combine DRAM stuff in December? WHOA!!! STOP THE PRESSES!!! If this is true, this agreement is no more significant than the Hitachi agreement, and is a sign of severe weakness in Rambus' position. They should be signing the big players, not the guys who are getting out of the business. If this is the case, I cancel my suggestion that this is significant news. Instead, I just don't know what to think. There are too many unknowns running around here. WHERE'S THE BEEF??? -- Carl