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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: im a survivor who wrote (30973)2/13/2001 9:12:10 AM
From: hroark2000  Read Replies (1) of 65232
 
KG4- The delay in the hearing is not a bad thing for RMBS (it may be for you because you hold calls) but my reading is Micron and Hyundai are delaying because they have a weak case and are trying to outspend Rmbs or get more time to settle. If you are confident in your case and legal argument you want to get to court as quick as possible and present your argument. If Rmbs or Hyundai lose they may be prevented from producing sdram and ddr. Thus, delay to get every dollar you can before paying royalties or to get time to settle. Incidentally, even if Rmbs was to lose the case in the long run it probably will not affect Rmbs a great deal because Rdram is the only memory capable of providing full performance from the faster processors, despite what ddr proponents claim. However, the stock could take a beating in the short term. Re-read the pr release at the end of last week about Toshiba increasing rdram production from 2.3 million units per month to 8 million units per month by September. These are the things that people should focus on instead of the FUD. To me it looks like rdram is becoming the next memory standard. As for customers that do not like paying royalties, it has not hurt Msft or Qcom. Rmbs should be fine in the long run and the world will see this at some point this year, but whether it is before or after May is questionable. Thats why I like common and Leaps.
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