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

To: Jim McMannis who wrote (53490)	9/15/2000 2:34:05 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Jim, Infineon and Micron should take it all the way, just to find out. Micron might. However, if they lost, RMBS would then have the legal right to not license them the patents, putting them out of the SDRAM/DDR business. Since the risks are high on both sides, the general consensus seems to be that all of these will settle. Probably Infineon and Samsung next. Hyundai after that, IMHO. Micron will probably carry the banner the longest before settling. Be sure they won't let "Rambus" happen again... The "IP House" cat is out of the bag. They won't be able to stop it. The legal fights will just become more complex. (And I'd guess that everyone is telling their engineers to formalize their notes from now on if they're not doing it already). Dave

To: Jim McMannis who wrote (53490)	9/15/2000 3:23:34 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<Am I wrong or does RAMBUS have the potential to go to zero if they start losing some cases? Or just one case. Infineon and Micron should take it all the way, just to find out.>> The problem with that is MU can go to zero as well. MU forced RMBS into a corner by being a thief so they would get what they have coming to them if they lose in court. RMBS OTOH has NOTHING to lose beacsue of the position the MU and Hyundai have taken. So who has more to lose? That is why this will never go to trial.