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

To: Dan3 who wrote (59702)	11/1/2000 6:46:45 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Now you are hoping that the court will set a low royalty rate on RAMBUS IP. Lots of luck with that one!

To: Dan3 who wrote (59702)	11/1/2000 8:17:11 PM
From: cordob	Read Replies (1) \| Respond to of 93625

Were Rambus to win in court, the RAM companies would separate their IP from their manufacturing so that they each would have an IP only operating unit. I believe you are right here, dan. Not quite sure how this would help getting out from under Rambus' pressure, but very interested to hear more. I noticed that Intel and HP have already formed an IP company for the patented parts of the Itanium instruction set. (IDEA or something) That looks a bit like the structure you are referring to. Cheers Cor

To: Dan3 who wrote (59702)	11/1/2000 8:21:35 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Dan3... "It would be painful and expensive for all of them to do this, but if they have to, they will." Tate... "We think it would be difficult, if not impossible, to develop a competing technology to RDRAM and not infringe on our patents," he said. "We are extremely confident in our legal position." yahoo.cnet.com In the end they will all bow and pay the royalties to RAMBUS. It's easier, cheaper and faster.

To: Dan3 who wrote (59702)	11/2/2000 8:09:42 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

"I think that you've missed the restructuring the industry is doing that will castrate Rambus and any imitators. First NEC / Hitachi and now Hyundai are separating their foundries from their R&D operations so that if they have to, they can present their demands for their share of IP revenue from any court settlement should Rambus ultimately win." Elpida Signs Patent License Agreement With Rambus For SDRAM and DDR SDRAM Memory biz.yahoo.com Thursday November 2, 7:02 am Eastern Time ..short squeeze coming.. BP