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

To: visionthing who wrote (59682)	11/1/2000 4:42:16 PM
From: Joe Donato	Respond to of 93625

Jim, I remember the movement on RMBS at this time and couldn't believe the delay between the news and the stock. I was particularly angry when I realized how many opportunities I had to buy in after the news, but before the movement. This time I am not waiting.

To: visionthing who wrote (59682)	11/1/2000 4:53:35 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

vt the street is clearly struggling to figure a valuation for Rambus. And the trade press is just as unknowing as well. What do they mean by "rope a dope Rambus". Maybe carl call tell us. He's giving me English lessons on Steve's channeling tread between his reinactments of Don Quixote saving the MM's from the evil dragon Rambus. john electronicnews.com _News Samsung Is The Latest To Licenses Rambus SDRAM, DDR Electronic News Nov 01, 2000 --- Rope-a-dope Rambus Inc. bounced back this morning, its shares soaring nearly 10 percent on news that Samsung Electronics Co., Ltd has signed a patent license agreement for SDRAM, Double Data Rate (DDR) SDRAM memory and controllers that directly interface with these types of memory. The agreement covers patents for fundamental aspects of high-speed memory interfaces that Rambus claims to have invented and which are currently being implemented in SDRAM, DDR SDRAM and controllers. Under the licensing agreement, the royalty rates for DDR SDRAM and the controllers are greater than the RDRAM compatible rates, the companies said. The agreement also includes royalties for SDRAM and for controllers that directly interface with SDRAM, as well as a license fee for the entire agreement. The deal includes an up-front license fee and quarterly royalty payments to Rambus, is effective for shipments of licensed products by Samsung beginning July 1. The first royalties from the agreement will be recognized by Rambus in the current (December) quarter. Rambus said it plans to utilize a portion of the incremental revenues for what it called “increased promotional activities” during the next several quarters. Samsung’s acquiescence to paying Rambus royalties could prove a major blow to Infineon, Hyundai and Micron who are all embroiled in legal warfare with the Mountain View, Calif., intellectual property house. In the tough, high-volume, low-margin memory market, some manufacturers resent paying royalties for technologies and Infineon, Hyundai and Micron argue that they believe SDRAM and DDR are open standard technologies. Research firm Dataquest ranks Samsung as the world’s leading DRAM supplier with revenues of $4.7 billion and 20.7 percent market share. the company is also ranked as the world’s fourth largest semiconductor supplier with revenues totaling $7.1 billion in 1999. The news will no doubt be welcomed by Rambus investors who deserted the stock yesterday when the mass media picked up on a rehashed news report that Intel was abandoning Rambus memory for most of its products. Rambus shares plummeted nearly 30 percent before closing 16 percent down at the end of trading yesterday. Last week, Intel CEO Craig Barrett admitted that the chipmaker made a mistake relying on Rambus to develop memory products for the chip giant’s Pentium 4. Samsung joins NEC, Toshiba, Hitachi and second-tier semiconductor maker Oki Semiconductor, all of which have signed SDRAM and DDR SDRAM license agreements with Rambus. Dataquest says their cumulative DRAM market share in 1999 was greater than 40 percent and four of these companies are listed among the top 10 semiconductor suppliers in the world