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

To: SBHX who wrote (71938)	5/4/2001 4:51:27 PM
From: pompsander	Respond to of 93625

I would think it depends on the exact wording of the agreements between Rambus and licensees. Licensees can contract to pay based on no legal right for Rambus to collect.....however, I believe there is some kind of conditional language in the agreements, which only makes sense. But what exactly does such language allow for in a situation like this? Remember, trial court rulings (including Federal District Courts) are hardly the "last word" on any subject.

To: SBHX who wrote (71938)	5/4/2001 5:22:40 PM
From: Bilow	Respond to of 93625

Hi Scared but Hopeful; Re possible next steps... You're looking at this through rose colored glasses. You left off the next step that is already written in stone as being what will happen: 4. The memory makers who signed immediately stop payments, and ask for return of all SDRAM and DDR royalties already paid. Then, if Rambus doesn't immediately cough it up, (which ought to be worth an earnings warning and a shareholder lawsuit), the memory makers involved, (Samsung in particular) are going to file suit against Rambus. This will probably happen within the next 30 to 60 days, and it will likely put the stock into single digits. Even if you find some money accidentally, you still have to return it to its rightful owner, and the rule of law indicates that Rambus did not have rights to ask for those royalties. They will have to be returned. -- Carl P.S. You guys are aware that Samsung lawyers have been attending this trial, aren't you?

To: SBHX who wrote (71938)	5/4/2001 5:31:15 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 93625

Analysts said earlier that a victory for Rambus might have helped the Los Altos, California-based company collect up to $1 billion in royalties and licensing fees from infringing chipmakers in the $30 billion-a-year memory chip industry. Eight companies, controlling almost half the world's memory chip sales, have already bought licenses from Rambus and now may stop paying in light of the ruling. quote.bloomberg.com Maybe Rambus management will cut their losses and fall back to making their basic business work. But their public statements so far sound like they will fight to the last shareholder dollar. Big bids coming in at 13.02 turned things around today but there are more than enough shares on the fence to overwhelm that next time. I guess if you can't get new managers you have to get new companies. Harvey Allen