Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

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 : Rambus (RMBS) - Eagle or Penguin

RMBS 112.28

+4.2%

3:11 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilow who wrote (58459)	10/22/2000 8:50:29 PM
From: mishedlo	Read Replies (3) of 93625

Carl thanks for the discounted cash flow analysis and all I can say is WOW. However, what I want to know is: IS THERE A BASIS OR NOT, based on IP (if it is valid) for collecting on both controllers and chipsets. I am trying desperately to figure out what their patents actually cover (again assuming that they are valid) Why are chipsets covered by their IP, why are memory controllers as opposed to memory covered by their IP? The courts will decide one way or the other and you are right about that. Neither Zeev nor I nor anyone knows for sure what will happen. That makes options less risky than common in many many ways. I know some people that have their entire portfolio on this thing. I certainly would not recommend it. We all know what will happen (hopefully we all do) if Rambus patents do not hold up! What I am STILL STILL STILL trying to figure out is what the patents cover if their IP is indeed valid. Please try again.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next