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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST
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To: GVTucker who wrote (67740)3/15/2001 12:55:48 PM
From: The Prophet  Read Replies (3) of 93625
 
I am sure the decision was leaked and it will be define the bus narrowly, as reported. In my view, RMBS is worth roughly 30-40 even with just RDRAM. Given that District Court rulings on Markman claims are reversed approx. 50% of the time, and given that there are several other patent claims at issue in the case, risk tolerant investors, who have been patiently waiting for this moment, should be ready to jump in. However, Zeev says that from a technical standpoint, we could fall to the teens. Tricky arguing with the omniscient turnips.
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