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

To: Dave B who wrote (72731)	5/13/2001 12:37:59 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Geoff Hughes, director of marketing for Samsung, said his company has are no plans to modify or cancel its agreements with Rambus. He pointed out that, while the judge may have ruled that Infineon is not infringing upon the Rambus patents, the patents themselves are still valid The Judge is scheduled to rule on whether or not the fraud conviction renders the patents invalid. It looks like Samsung is setting themselves up to stop royalty payments if Payne rules the patents invalid. If the patents are ruled invalid due to defects in the application (fraud) vs. Payne's markman decision, the ruling is much more difficult to overturn.

To: Dave B who wrote (72731)	5/13/2001 12:41:03 PM
From: Dan3	Respond to of 93625

Re: A spokeswoman for Elpida Memory Inc., a joint venture formed by the merge of NEC Corp.'s and Hitachi Ltd.'s DRAM operations, confirmed that there have been numerous high-level discussions in recent days regarding the impact of the ruling. However, she said Elpida has no current plans to revisit its royalty agreement with Rambus. So what was being "revisited" in those "numerous high-level discussions" regarding Rambus's fraud conviction? A decision to just flat out cancel the contract?