SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 228.50-5.6%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Estephen who wrote (52028)10/13/2000 10:34:38 AM
From: Ian Anderson  Read Replies (2) of 53903
 
If I were a Micron investor I would ask myself two questions

Q1. What is the company worth if Rambus lawsuit prevails?
A1. Zero or negative, because they will not be granted a licence and will thus be prevented from manufacturing any kind of DRAM except EDO

Q2. What is the probability of that happening?
A2. 50%-90% The defence is weak

And I would reduce my exposure even at these levels
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext