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

To: Dan3 who wrote (59158)	10/29/2000 7:43:53 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Dan, I am sorry, but that reporter is full of it and I have already commented on it. There are two issues, where are the chip actually made and who is "using and selling" product under the ip. If production is still at NEC's and Hitachi's fabs, they just will not be able to produce if the agreement is not extended. If the fabs are transferred to the new entity, Elpida won't be able to "make, use or sell" any product under the IP. I can see the lawyers from Hitachi and NEC arguing before a judge that they settled before, but now they changed their mind and think that both corporations were completely wrong in their assessment of the ip. Mind you, there is no "Corporate vail" in such a case and both owners of the new entity can be called to answer wanton violation of the IP (it would be wanton, since all the people involved knew very well that their parent companies had a license agreement with RMBS). Wanton violation of patents bear with it the threat of treble damages. My guess, before Elpida opens its door, they have a comprehensive agreement with the bu$$. Zeev