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

To: pheilman_ who wrote (59950)	11/2/2000 2:33:05 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

pheilman_ > Nice to see that the market has discounted the Elpida announcement. Really hard to make that judgement, Rambus moves in mysterious ways. BTW Anyone hear anything new from the "Oracle of the next Qualcomm", FredHager? Regards Don

To: pheilman_ who wrote (59950)	11/2/2000 7:56:48 PM
From: Zeev Hed	Respond to of 93625

Going to the patent office first is irrelevant (in this country), inventing first is what is relevant. It also saves the industry a lot of R&D money. INTC promulgated standards for SDRAM which were based to a great extent on the effort and investment of Rambus. The industry did not have to go through the problems Micron had with EDO-DRAM, (and Micron is still trying to recover this investment). If a company is in the business of taking out the risk of R&D for other companies, believe me, they would love to pay royalties. I know of one company that has spent over the last 15 years more than $25 MM on a technology, for naught. Now they are negotiating a license, the upfront fee might be around a Million and the royalties rate, maybe 5%, I have calculated that the present value of all future royalties will be much less than the $25 MM, and furthermore, those $25 MM would have grown to between $50 to $75 MM by now. Smart companies are learning to "outsource", very smart companies are learning to outsource intellectual property. Zeev