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

To: blake_paterson who wrote (67612)	3/14/2001 7:29:21 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Blake, The Asian manufacturers signed agreements to protect themselves from political action by the USITC, and to take a ride on the RMBS stock bubble they produced. Let's get evidence based here. Back this heresay up w/ a link to "prove" this. Some things are obvious. The DRAM manufacturers decided to let an American company fight the battle, because the USITC has no interest in blocking competition from an American company. 100% heresay, conjecture, spin. BTW, do you know who is going to trial next week? IFX. A German firm. Rambus sued Infineon. Micron sued Rambus. Can you see the subtle distinction there? If Rambus loses their case, what do you think is going to happen to all those agreements that have been signed? BTW: Do you think that Hitachi was willing to risk the USITC blocking Sega imports, during the resolution of a lawsuit? Scumbria

To: blake_paterson who wrote (67612)	3/14/2001 7:59:00 AM
From: gnuman	Respond to of 93625

Intel's investment in Rambus Thought this was interesting. From Docket 72, Rambus 1992 Business plan. (Pg 96). rambusite.com Apparently Intel made an investment in July, 1990. Also from that page: We have the right under our agreement with Intel to buy back their 562,000 shares at the price they paid, $1.33/share - this right is effective July/94 based on their failure to do a Rambus-486. We plan to re-purchase their shares and re-sell them at the market value no later than July, 94. Rambus/486? (Docket provided by rambusite.com)