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

To: GVTucker who wrote (53826)	9/18/2000 2:27:53 PM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Post deleted... As per Don Green's request.<ggg> eom

To: GVTucker who wrote (53826)	9/18/2000 2:36:13 PM
From: blake_paterson	Read Replies (3) \| Respond to of 93625

.."the fact is that as 1 Jan, Rambus will have no licensing agreement with the DRAM production arm of NEC." sez who? On a related point, who / what is the manufacturing arm for the jv? I'll help you w/ an answer here, GV: its NEC and Hitachi, separate entities. And are they governed by the license? Yes. (BTW, there have been NO facts presented which substantiate the preposterous allegations that the Hitachi and NEC licenses expire 12/31/00. Don't go there.) Indeed, fabrication by the parent entities on behalf of the new jv will result in direct royalties paid (by the parents) to RMBS. That is why there is no hurry to ink one w/ the jv, IMO. Its already covered. No spin, simply logic and facts. Please present some REAL facts to counter this. BP

To: GVTucker who wrote (53826)	9/18/2000 3:18:01 PM
From: sylvester80	Read Replies (3) \| Respond to of 93625

GVTucker, that is incorrect. NEC and Hitachi will be paying for many years SDRAm and DDR controller royalties. And these are based on the same patents. So nothing ends jan 1. The only thing that starts Jan 1, is a new NEC/Hitachi venture and I expect that new venture to sign up with Rambus as well, just as their parent have. By the way, not only will NEC and Hitachi continue to pay for many years SDRAM and DDR controller royalties, but if they themselves also decide to get back into the DRAM business, that agreement will cover that as well. So nothing ends Jan 1st.