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

To: jim kelley who wrote (56338)	10/3/2000 2:12:49 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

Chipset Manufacturers' September Revenues Fail to Meet Market Estimates October 3, 2000 (TAIPEI) -- Though the computer sector started to enter its boom season, many chipset manufacturers' September revenues have failed to meet their targets. The chipset sector's slowdown in September reflects Intel Corp.'s continuing inability to efficiently boost its shipments and the downstream sector's efforts to sell their stored stocks. Both Silicon Integrated Systems Corp. and Acer Laboratories Inc. announced recently that their September revenue would be lower than in August. VIA Technologies Inc.'s near monopoly in the market (it holds about 50 percent of the chipset market share at present) is reinforced by the fact that Intel only has the 815E chipset as its main product, and that both SIS and Acer Laboratories have still failed to develop sufficient production capacity to meet market demand. VIA Technologies predicted that the company's revenue in September will be in the range of NT$3 billion to NT$4 billion. (NT$31.24 = US$1) VIA Technologies previously estimated that the company will boost shipments from August to October. However, its September revenue tumble revealed that the downstream sectors are still working on digesting their stored chipset stocks in the third quarter. It will be interesting to see if a similar situation is in store for the wafer foundries of Taiwan Semiconductor Manufacturing Co., Ltd. and United Microelectronics Corp. VIA Technologies believes that chances are high for the company to boost its revenue in the fourth quarter if the storage is successfully digested within a month.

To: jim kelley who wrote (56338)	10/3/2000 11:07:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 93625

The Chronology of Rambus updated: 1)First, according to ITCLYR, the patents granted in 1999 were word for word VERBATIM the same as those filed in 1990 (body of the patent, claims excluded). This debunks the assertion that Rambus got ideas from JEDEC and then patented them. 2)Hitachi VP is suspicious but takes no action other than getting busy implementing the Rambus IP in their SH-series microprocessors. 3)They did not look up patent numbers. 4)They did not do patent research in Europe where the Rambus patents are published in 1991. The European patent EP0525068 was publicly available since 10/18/1991. 5)Rambus signed no agreements with JEDEC and was known to be an IP only company. JEDEC did not have a written policy on IP at the time Rambus joined. 6) Rambus voted once at JEDEC and that was against the adoption of their one of the features of their IP. 7)Other members of JEDEC did not disclose their patents. 8)Hitachi, Intel and other companies were licensing IP from RAMBUS as early as 1992 and continued to license through 1996 under NDA agreements. 9)MU does not contest patents at all but bases entire case on JEDEC. Not only that as a remedy it wants RAMBUS to pay its DDR development costs. <hehe>