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

To: sylvester80 who wrote (59639)	11/1/2000 2:24:47 PM
From: Jim McMannis	Respond to of 93625

RE:"Don't ask me why but IMO, I feel the Infineon settlement is coming and is coming soon." And how high will the stock jump on that? Jim

To: sylvester80 who wrote (59639)	11/1/2000 2:34:59 PM
From: jim kelley	Respond to of 93625

Sylvester, I am expecting an Infineon settlement soon. The Infineon response is very revealing and damaging to their case. Basically, they are admitting that they got the '703 patent as a disclosure but they are complaining that Rambus did not tell them more. They are claiming that Rambus had an implied and explicit (?) contract with JEDEC. Rambus says no but even if the court were to say yes Infineon would lose. The "non contract" contract specifies that the JEDEC remedy for non disclosure is expulsion and designing out the undisclosed intellectual property. The JEDEC "contract" confers no explicit rights for one member to sue another member over behavior at JEDEC meetings. JEDEC has had a long time ( at least 5 years) to design out the Rambus technology disclosed in the '703 patent. The fact they did not chose to implement the remedy is their own choice. If the "contract" does not exist as Rambus maintains then there is no JEDEC defense at all. Infineon maintains that Rambus induced Hyundai to infringe its '316 patent as part of the RDRAM license. However, this is a moot point because Hyundai has never produced any RDRAM for sale, i.e., there are no damages. Where is the meat? Infineon needs to sign up and get on with its business. JK