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To: AK2004 who wrote (16918)	10/31/2000 12:47:50 PM
From: EricRR	Respond to of 275872

We also believe that moving away from Rambus is good news for Intel. The company has had concerns about the impact that Rambus availability would have on the ramp for P4. Good news for Intel!!!! lets party!!! LOL!! I'm amazed by the lack of substance in these analysts reports. They report "good news" in a problem "fixed" without ever really reporting the problem in the first place. Tad LaFountain Gave more analysis in his third to last post on Intel's under depreciating than the rest I have read combined. Analysts are just cheerleaders. I wonder if they give out "special" reports that actually contain critical thinking to select clients.

To: AK2004 who wrote (16918)	10/31/2000 12:56:09 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Albert, <We believe, in the future, that royalty based memory models are not going to work.> Joe is somewhat off-base on this. Royalty based models will work and are the wave of the future - Make no mistake about it. The problem for RMBS is the high % royalty that it is asking for tiny amount of IP. RMBS tried to offset failing DRDRAM effort by gouging the industry. This wasn't all bad since there was once a possibility that Intel and RMBS are in collusion and had a clever strategy to succeed even with the high royalty rates. That defence is out now - everyone, including Intel, are sitting across the table from Rambus and that creates a large risk for RMBS business model. The day of reckoning for RMBS would be when the company: a) loses a court battle (low probability unless someone comes up with prior art), or, b) settles with a major player for something substantially less than 1% (most likely final outcome), or, c) faces the threat of eDRAM (an eventuality even if Rambus wins for the time being) d) faces other memory architecture that does not infringe on RMBS IP (very little short-term risk of this) Chuck