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

To: Bilow who wrote (57716)	10/14/2000 7:08:10 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Carl, The other thing to remember is that all of this is in the context of a memory manufacturing community that hates Rambus. Given the reaction at MPF, it seems safe to say that the hatred permeates the microprocessor industry. Scumbria

To: Bilow who wrote (57716)	10/14/2000 8:07:50 PM
From: charred water	Read Replies (2) \| Respond to of 93625

Carl, you have a penchant for the inflammatory. You just wrote: The other thing to remember is that all of this is in the context of a memory manufacturing community that hates Rambus. All these companies are definitely capable of deciding on actions that are not financially profitable for them. Earlier you wrote: Message 14579018 P.S. The longs on this thread live in an incredibly paranoiac universe. Transnational cabals of evil journalists and companies seem to have only one goal in mind - the death of Rambus. Hey, if anyone really believes that cr@p, they ought to sell their stock. If I were long (and I am), I would be more concerned about how successful anti-Ramubs concerns would be, rather than believing whether they exist (as you apparently do). Being inflammatory was on a list posted somewhere, as one of several keys to identify a certain type of poster. Couldn't find the reference, though. - Greg

To: Bilow who wrote (57716)	10/14/2000 8:08:47 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Carl, There seems to be some expectations among the local community that the German court system will punish Infineon, their own company, for refusing to pay Rambus royalties on SDRAM, in what is likely to be the first legal result from the SDRAM royalty trials. This seems to me to assigning the German courts a fairness that belies the historical record. Are you implying that you believe it would be fair for Rambus to collect SDRAM royalties from Infineon? Scumbria

To: Bilow who wrote (57716)	10/14/2000 8:25:47 PM
From: Dan3	Respond to of 93625

Re: could Infineon withhold the right to make RDRAM from Samsung? Now there would be an interesting headline. Do you suppose there would be any effect on Rambus's stock? What if Samsung sets a precedent by very publicly consenting to Infineon's claim? It would put Samsung in a position to sue Rambus for the return of any licensing fees and royalties already paid to Rambus (since they would have been fraudulently obtained). Any existing contracts would be nullified due to fraud in the inducement. Yikes! Regards, Dan

To: Bilow who wrote (57716)	10/14/2000 8:41:01 PM
From: Zeev Hed	Respond to of 93625

Carl, like you, I do not know the details of the Infineon IP and to what extent these are required to practice DRAM manufacture in general (it seems to me these were DRAM patents, but I am not sure) or DRDRAM in particular. The point is, if Infineon has some grounds against Samsung and Toshiba, that is where they should go. Look, Edison had a patent on a light bulb. He licensed others to practice his invention. I come along and get a patent on a tungsten filament (rather than carbon), Edison patent is still valid (if his claim covered "any" filament), but so is mine. The guy that manufactures the lamp must sort out under which IP he produces, not the guy that invented the use of tungsten (and latter the addition of halogens in the bulb). Unless of course "he makes, use or sell" the lamp. As for the German court, I think that they are going to look at a EU patent, according to EU patent law. Whether the accused is German or not will not (I presume) have any importance. They may want to side with Infineon, but they also want to make sure that their judgement does not come back to bite them, namely setting a precendent of patent invalidation that is counter their own patent laws. Zeev