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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.05+1.0%3:59 PM EST

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To: NightOwl who wrote (52667)9/6/2000 9:05:36 AM
From: mishedlo  Read Replies (2) of 93625
 
I will try one more time in simple English.
You claim to only want to discuss "facts"
but offer a long viewpoint about "IF" Rambus did this etc etc etc., you would hold out for a settlement of 51% of RMBS.

I am not trying to be sarcastic, I am trying to be objective. Either we all can speculate about IFs or we can not.

1)IF PC66 or PC100 was adopted by Samsung before RMBS joined JEDEC I believe RMBS wins big.
2)IF language of what was posted at meetings about JEDEC rules RMBS MAY win.
3)IF MU did not disclose its patents, RMBS wins big.
4)IF JEDEC did not enforce disclosure, or selective enforced disclosure RMBS wins big.
5)IF MU does not have balls to go through with jury trial RMBS wins.
6)IF Samsung or Infineon sign a license soon (and they might do it just to steal market share from MU), MU will be stranded like a fish out of water and forced to settle. RMBS wins big.
7)IF RMBS can prove that they got nothing of value out of JEDEC, legal principle state something of value must be received I believe, RMBS MAY win even if they signed a document.
8)IF official JEDEC documents dating back to the relevant time can not be found RMBS COULD win on this alone.
9)IF RMBS patents hold on DDRAM and RDRAM even if they still lose on SDRAM, RMBS wins big (it just takes longer).
10) IF JEDEC wordings was imprecise RMBS MAY win on that argument.
11) IF most of the facts presented at the trial favor MU, jury could still decide differently. RMBS wins BIG.

I can continue at great length here. What I am saying though is that any or all of these are far more likely than the FACTLESS scenario you were willing to speculate on.
Yes, you did say "IF". Yes, in your defense it was clear you were speculating, but as I said those were "MIGHTY BIG IFs" ending with a "51% takeover of RMBS by MU - quite laughable - IMHO".

The legal opinions that I have presented on this thread from other sources seem to think MU's case is weak. I am not a lawyer but it sure seems weak to me.

BUT even if MU's case were reasonably strong, given what we both agree about juries, MU has much more to lose than RMBS, since RMBS has been forced into this corner by the likes of (IMO) THIEVES like MU, out to steal RMBS technology, who licensed RMBS technology and too investments from INTC just to use the money to develop something counter to what INTC's investment money was for.

I like my chances on my IFs far far better than any IFs I have seen from the other side.

Now let me speculate on what I believe it would take for MU to win.
1)Infineon, Samsung and cartel hold together
2)DDR makes it to the market place and increases in market share above RDRAM in PC mobos
3)MUs stock does not tank out of uncertainty of lawsuit
4)Balls to take it to a trial
5)Jury decides in favor of MU

I think it takes 1,3,4, AND 5 for MU to have a chance.
Point 2 I am not sure about.

Which set of IFs is more likely, the one that needs 1 OR 2 out of 11 or the one that depends on a highly unlikely combined scenario?

P.S. remember we have not even seen RMBS response yet.
Can't wait.
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