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Pastimes : G&K Investing for Curmudgeons
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To: tekboy who wrote (5558)8/29/2000 2:44:50 PM
From: Dr. Id  Read Replies (2) of 22706
 
you have any thoughts on the Micron suit against Rambus?

Regarding Micron suit against Rambus: 
 
(taken from SI Rambus Board: #51688 August 29, 2000 
 
Edelstones comments... Rambus (RMBS-$84-SB) Micron Files Lawsuit Against 
Rambus Mark Edelstone· Micron Technology (MU-$89-SB, covered by J. Cross) 
announced a lawsuit against RMBS making several assertions, including 
violations of federal antitrust laws, and the invalidity and 
non-enforceability of RMBS's patents.· Although we expected that RMBS and MU 
would eventually end up in court, we are surprised by MU's suit. We expected 
RMBS to eventually drive the legal challenge once MU would not license its 
(RMBS’s) patents. We would be surprised if there are any legitimate 
antitrust issues, and since patents are deemed to be valid until someone can 
invalidate them, MU will eventually need to prove that they are invalid 
during a legal proceeding.· We believe MU's legal action will clearly bring 
the issues surrounding the validity of RMBS's patents into the forefront. 
While a courtroom battle will create uncertainty, we continue to believe 
RMBS will prevail, and mgmt. has been quite clear they will not license any 
company they defeat in court. As a result, MU and Infineon (recently sued by 
RMBS) are involved in a high stakes game with very negative ramifications 
for their DRAM businesses if RMBS prevails.· We maintain our Strong Buy 
rating. Prior to the eventual court hearings from these legal actions, 
RMBS's mission and the near-term key to RMBS's performance is to 
successfully complete license agreements with other DRAM and logic interface 
suppliers. 
 
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