Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: Tenchusatsu who wrote (51788)	8/29/2000 6:55:12 PM
From: IceShark	Read Replies (1) of 93625

Well, I don't know much, or anything is probably a better description, about the patents at issue and what the defenses are but I bet prior art is one of them. And obviouness. So crafting an argument that hey, we didn't think they were patentable ideas and besides they were part of JEDEC so we proceeded accordingly, is not a losing broken kettle story. But the JEDEC part is going to be a bit tricky, I would suspect, but Rambo did pull out which may look like a sneaky act. I have also been told that some of the IP the patents covered were being sold commercially by IBM way before 1 year when RMBS finally applied. So, I think it is tough to evaluate where we are at this point. It can't be a plus for MU and who knows how much of a negative it will turn out to be. As for Rambo, I guess it would be a negative if most investors were thinking this was a done deal industry wide when the other license agreements were signed. It will be a positive if they win but that is a ways off. And it will be a knife in the heart if they lose.

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