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To: GVTucker who wrote (130107)	3/16/2001 8:45:10 AM
From: Road Walker	Read Replies (4) \| Respond to of 186894

GV, Still worried about inflation? Maybe we should worry about deflation, long term that can be even more dangerous, especially for equity owners. Friday March 16, 8:37 am Eastern Time U.S. wholesale prices tame in February WASHINGTON, March 16 (Reuters) - U.S. wholesale prices barely rose in February, the government said on Friday in a report that may give Federal Reserve policymakers added comfort as they weigh interest-rate cuts next week. The Labor Department's Producer Price Index, measuring prices paid to businesses for goods like clothing and gasoline that are ready for sale, increased 0.1 percent last month. Stripping out volatile food and energy costs, the ``core'' PPI fell 0.3 percent, the steepest decline since a 1.2 percent drop in August 1993. The soft PPI numbers were especially good news in light of the sharp increase in the prior month's report.

To: GVTucker who wrote (130107)	3/17/2001 2:30:18 AM
From: Amy J	Respond to of 186894

Hi GV, RE: "That seems to be an overreaction to the RMBS situation" Exactly, just as assuming RMBS is criminal would be an overreaction. The bottom line is: unrealistic scenarios generally don't occur. RE: "It is quite possible that RMBS didn't develop the IP that they're trying to "protect"." I believe it would be unlikely that RMBS stole IP from a standards meeting. RE: "In this case, what the courts are appearing to do would strengthen IP based companies, not weaken them." Most likely, the courts are weakening IP-based companies, by enabling false claims of stolen IP through attendance at a standards committee meeting. I first heard about this type of tactic approximately ten years ago. It can make participation at universal standards committee meetings by large companies a bit less appealing. Rambus is most certainly a bully, but I don't think the industry gains anything by using tactics that work against IP protection. RE: "In my conversations with Rambus, they appear to be most successful at obfuscation." As is the case with most issues that are in the court system. Regards, Amy J