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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST
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To: hamsandwich who wrote (63655)1/4/2001 1:02:00 PM
From: Barry Grossman  Read Replies (2) of 93625
 
sandwich,

. The word on the street is that longs need to exit (read: be short RMBS) prior to some of the evidence being presented in a couple of those cases

Where exactly does this word on the street come from? What evidence have you heard about that causes you to believe this word on the street?

Did you not hear the refutations of all the Micron, Hyundai and Infineon claims by Geoff Tate on the recent Rambus conference call? Do you actually believe he would make these refutations in such a public way without considering the liability that such statements might cause if he were not telling the truth?

The word on the street that I listen to says that those who are attempting to charge Rambus with antitrust violations, stealing IP from JDEC or using prior art are playing with fire and barking up the wrong tree to use a few well-worn cliches.

Barry
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