RMBS,
For what it's worth,Bilow from the RMBS thread, sees RMBS as potentially going to single digits:
To:Scared but Hopeful who wrote (71938)
From: Bilow Friday, May 4, 2001 5:22 PM
Respond to of 71947
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? |
