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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.06-0.8%3:59 PM EST

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To: Estephen who wrote (55956)9/29/2000 11:50:59 PM
From: Dan3  Read Replies (1) of 93625
 
Re: Wouldn't you hate to be holding a large short position after hours WHEN rambus announces another licensee ? Especially if it a big one.

That's why I'm holding puts - my downside is limited.

OTOH - even a minor setback for Rambus in any one of a half dozen lawsuits should send this puppy back into the teens - they've sued or threatened just about every possible customer or partner. They haven't just burned their bridges behind themselves - they've used tactical nuclear weapons. Any problems with any of the lawsuits and the game is over for Rambus.

In a way it's a shame. They could have developed a very profitable, long term business. Now, even if they encounter temporary success with their bushwack style lawsuits, in a year or two the industry will have designed around any patents Rambus manages to establish and will never, ever, have anything to do with Rambus again.

Dan
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