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

To: Barry Grossman who wrote (53942)	9/18/2000 8:25:01 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Barry, I think that Micron's case, it is a stupid personal vendetta, in Infineon case, a faulty Teutonic superiority complex, and in the case of Hyundai, they must have been seduced by Micron and Infineon and I know not nor can I fathom the bounty promised. Zeev irrevolute.iuma.com

To: Barry Grossman who wrote (53942)	9/18/2000 8:28:12 PM
From: jim kelley	Respond to of 93625

Barry, Here are some back of the Excel envelope calculations that may shed a little light on Infineon, Hyundai and Micron's current litigation: ----------------INF-----Hyundai--MU----NEC----Total 2000-royalties--26.6--- 63.7---- 54.3-- 32.7-- 177.5 2001-royalties--49.2--- 117.7---100.2-- 60.4-- 327.5 In millions of dollars. Hence, Hyundai has about 180M in payments, MU about 154 M, and Infineon about 75.8 M over the next year unless the negotiate terms. There is plenty of reason for them to litigate if they can find a basis for litigation. It could well be a mistake that sinks these companies because if it goes to trial and RAMBUS prevails, it is likely these companies will be paying a lot more than 1.5%. By the way, QCOM is collecting 4% royalty of wholesale price for CDMA cellphones. This is a lot higher than RAMBUS' royalty. JK