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

To: blake_paterson who wrote (59127)	10/29/2000 3:24:50 PM
From: jim kelley	Respond to of 93625

Dan's job is to make up plausible stories. <G>

To: blake_paterson who wrote (59127)	10/29/2000 3:33:22 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi blake paterson; Re the question of where Rambus takes their royalties... Most royalty agreements are written so that royalties on a given device only have to be paid once. What you are suggesting is that NEC and Hitachi will have to pay royalties on DDR chips manufactured for Elpida, and then Elpida will also have to pay royalties when they sell it to customers. It is my understanding that foundries and the companies they make parts for can arrange for either company to be the one that has the IP license. Let's ask Zeev for an opinion on this. But right now, it sure appears that Elpida doesn't have a Rambus license, and doesn't care that much. -- Carl

To: blake_paterson who wrote (59127)	10/29/2000 6:40:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Blake, the question was explicitly answered by the Elpida spokesman. The company formerly known as NEC's and Hitachi's memory divisions has no license from Rambus after the end of this year. There is nothing to interpret. They said they were talking to Rambus, but presently they have no license. There's nothing to figure out or induce here - they flat out said it. Memory produced by the old NEC and Hitachi facilities is not covered by any agreement with Rambus after the end of this year. NEC has a CPU that is explicitly covered and is licensed by Rambus and that is seperate from Elpida. Dan