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

To: mishedlo who wrote (56862)	10/6/2000 5:28:22 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

P4 price slashed 212.113.5.84 1.4GHz P4 price slashed By: Andrew Thomas Posted: 06/10/2000 at 16:32 GMT Intel's Pentium 4 is now scheduled for launch at the end of November in 1.4 and 1.5GHz guises. The entry level P4 should debut at 1.4Ghz, priced at $652, while the premium part will ship at 1.5Ghz and $827. It's intriguing that our original intelligence pointed at a launch at 1.3 and 1.4GHz, costing $635 and $805 respectively. For the 1.4GHz part to have been reduced by $150 before it ever hit the shelves could be seen as an indication of the perceived level of the AMD price/performance threat. ®

To: mishedlo who wrote (56862)	10/6/2000 5:30:01 PM
From: mishedlo	Respond to of 93625

by: ptnewell 10/6/00 4:02 pm Msg: 169043 of 169056 Actually, I was just quoting, word for word, Micron's complaint. I don't know if Micron or Infineon really have patents worth anything. As you know, every tech company files tons of patents. But virtually all of them are literally worthless. It is only Micron's claim that they held patents that were related to RDRAM. Obviously I'm not inclined to take Micron's word for it. The key point is this: No patents held by any licensee of RDRAM means anything. By signing with Rambus, they gave Rambus the right to use those patents, and to "pool" the patents by all other licensees. Once again, in Micron's words: "By information and belief, Rambus required all other Synchronous DRAM manufacturers that licensed RDRAM techology to provide Rambus with a similar cross-license under their patents." Therefore Rambus already has a signed cross-license for the patents of all Dramurai who signed up for RDRAM. I assume Micron knows what they are talking about when they say that Rambus required these cross-licenses from everyone. Of course, it is also true, as rb points out, that since Rambus doesn't build anything, all this is probably moot. But Rambus seems to have itself covered very well.