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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: ZOOB who wrote (30332)	2/1/2001 12:19:17 AM
From: Morris Catt	Read Replies (2) of 65232

Zoob, Where do you get the information that IFX is in negotiation with Rambus? At RMBS Annual Shareholders meeting on Tuesday 1/30 if was clearly stated by RMBS that there was NO current negotiation with Micron, Hyundai or IFX. Currently the Micron & Hyundai trials are scheduled to be before German judge on 2/16/01 with IFX trial not until May so there seems to be little or no motive for IFX to settle until after the MU & Hyundai trial decision which is expected before about April 1st. There is a possibility that either MU or Hyundai could settle by 2/16 if they fear losing but see no motivation for IFX to do anything until they know results of the MU & Hyundai lawsuits. Very interested in hearing where you get the idea the IFX & RMBS are talking. Would love it if true but my info is that you are incorrect! Regards, Mac

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