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

To: Jdaasoc who wrote (59544)	11/1/2000 9:32:51 AM
From: capt rocky 1	Read Replies (2) \| Respond to of 93625

sweat time. how would like to be mu, infinion,hyundai,etc? the largest producer of dram just agreed with rmbs that rmbs owns the disputed technology and agreed to pay royalities. now comes the crunch. if you continue your lawsuits and lose ,you are effectively out of business because rmbs will not license you the right to produce dram. this is sort of like the landlord raising your rent. you don't have to pay ,but you have to move. and-- if you lose the lawsit ,rmbs will get back payment on all that tech you have stole plus triple damages for the theft. i will make a brave guess here and say the other drammers will come to poppa with their hats in hand. they have no choice. rocky

To: Jdaasoc who wrote (59544)	11/1/2000 9:35:06 AM
From: Ian Anderson	Respond to of 93625

1M Korean Won = USD 880 (The Koreans need to fix their currency, its worse than the Italian lire) so W6.3x10^12= USD 880x6.3x10^6 but I don't believe the 1%, 0.1% would be nearer the mark because SRAM and other types in the product mix will not bear royalties. I expect Rambus royalties 880x6.3x10^3 = 5.5 million dollars this quarter, or an additional 5c per share