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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: jcholewa who wrote (124850)	9/26/2000 4:51:30 PM
From: Daniel Schuh	Respond to of 1574404

JC, on the Rambus / Intel agreement, I gave a bad link from the register, nasdaq.com apparently changed something. Here is the direct link to the relevant Rambus IPO filing at the SEC: sec.gov The Intel/Rambus agreement is at the bottom of this really long file, under "SEMICONDUCTOR TECHNOLOGY LICENSE AGREEMENT BETWEEN INTEL CORPORATION AND RAMBUS INC." Relevant section is 9.2 (b), quoted once more here for posterity. (b) Rambus, at its option, may, in addition to any other remedies it may have, terminate this Agreement on written notice to Intel if: . . . (iv) at any time between January 15, 1997 and the Success Determination Date, Intel communicates to any of the then current top ten (10) DRAM manufacturers that Intel has plans to support, as the primary DRAM for PC main memory applications for the years 2000, 2001 and 2002, any New Interface other than the Rambus-D Interface Technology; or (v) at any time between January 15, 1997 and the Success Determination Date, the Intel senior member attending the quarterly Rambus/Intel executive meeting, upon Rambus' request, does not represent to the Rambus officers attending such meeting that the Rambus-D DRAM will be the primary DRAM for PC main memory applications for the years 2000, 2001 and 2002. (i) For purposes of this Subsection (b), "New Interface" means any interface for PC main memory applications, other than main memory interfaces on IntelOs chipsets shipped prior to the second calendar quarter of 1998, and evolution of such main memory interfaces extending therefrom. Any DRAM interface which provides greater than one (1) Gigabyte/second/device bandwidth is considered a New Interface. There may be other goodies in that file for anybody who cares to read it, but there are also various "Confidential treatment requested" elisions, so the really good stuff may be missing. But once again, I think it's fairly ridiculous to refer to this agreement as a "rumor". Maybe Intel can do a DDR chipset and just not "communicate" that fact to "any of the then current top ten (10) DRAM manufacturers". Cheers, Dan. PS: on warrants, the argreement was for Intel to get 1 million shares at $10 a share, equivalent to 4 million at $2.50 a share now. The conditions are fairly improbable, though.