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

To: Scumbria who wrote (56066)	10/1/2000 6:14:08 AM
From: Marketeer	Read Replies (2) \| Respond to of 93625

REUTERS (Sunnyvale, CA) - In a stunning admission, Rambus, the intellectual property company recently revealed that the number of its lawyers recently outnumbered the number of its actual employees by a ratio of 10 to 1. Investors rallied behind Rambus' stock sending it skyrocketing on word of this revelation. Speaking on grounds of anonymity, we tele-conferenced with a well known street analyst who stated "This is the best news we've heard since Rambus' inception. We expect revenue to surge 5,000 per cent over the course of the next couple of years. The more lawyers they seem to hire, the more revenue they get. In fact, I can't remember a non-lawyer employee of Rambus ever making the company money...". When asked about Rambus' upcoming technologies and how they would affect Rambus' stock prices, the street analyst said "What technologies? Oh. Umm, I do believe that Rambus intends to announce its new patented memory technologies after the JEDEC conference. Traditionally, Rambus has always announced new technology right after the JEDEC conference; it's unbelievable how they're able to stay ahead of all those other memory companies. It's mind boggling!" The source adamantly denied rumors that Rambus' technologies were the very same technologies developed by leading memory manufacturers at previous JEDEC conferences stating, "That is absurd!". Our interview was cut-off shortly thereafter, due to a lockup of the street analyst's Dell workstation equipped with Rambus. Calling over the phone, the analyst attributed the lockup to the CPU not being able to keep up wtih Rambus tremendous 800MHz performance. Disclaimer - This is a joke. :)

To: Scumbria who wrote (56066)	10/1/2000 10:04:12 AM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<If Rambus were to establish a precedent of being able to extract (extort?) 1% from their tiny portion of SDRAM IP, what is to keep all the other IP holders from spinning their patents off into parasitic IP companies like Rambus? There is nothing particularly important about Rambus SDRAM IP. In fact, quite the contrary.>> How long are the agreements for. I doubt they could spin-off something that is licensed. By legal contract, I do not believe what you are proposing can happen. Remember the Industry paid TXN royalties for a long time. After the cross licensing agreements expire, perhaps some might attempt this. But then if they all do, what gain is there to anybody. Finally, as long as ANY of RMBS patents were needed, RMBS still gets its 1-5% Does any one know how long the cross licensing agreements are for? As for "There is nothing particularly important about Rambus SDRAM IP. In fact, quite the contrary". We already discussed this did we not. I believe I asked the question why not do it now, and your reply was more or less "because of the costs to change design". If costs are a deterrant to change, then their IP IS SIGNIFICANT, regardless of how IMPORTANT you FEEL it is! Also the Industry spent 6 years trying to get around RMBS IP and came up with a solid losing effort on DDR. So even with years of trying, they are behind the 8 ball with greater royalties going to DDR. That in a nutshell says their IP IS SIGNIFICANT.