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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.40+5.4%Dec 19 9:30 AM EST
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To: NightOwl who wrote (69390)3/30/2001 6:37:44 PM
From: Bilow  Read Replies (3) of 93625
 
Hi NightOwl; One point (which maybe you have overlooked) is that the Infineon trial is on the "rocket docket". So Rambus' best strategy at this point is to either delay, delay, delay (like the judge in the Micron case accused Rambus of), or sign an agreement with Infineon that doesn't bust their current royalty stream.

In any case, there is no question in my mind that it is in Rambus' best interests to put off the decision as long as possible. When the decision goes against Rambus, the memory makers that have already signed agreements will at the very least cancel the agreements, and at the worst sue for return of royalties already paid plus damages. Any of that will force Rambus to issue a profit / revenue warning, and that will bring in the class action shareholder lawsuits. Until then, Rambus management needs to have the stock high so they can continue to dump shares on mom and pop.

It's unrealistic to suppose that RDRAM still has a chance of keeping DDR (and DDR-etc.) from becoming the next mainstream memory. With the current RDRAM, the price adder is too high. With RDRAM-lite, the price adder is still too high, and in addition, it is too late. But who knows what Rambus management really believes. I've seen management that was totally disjoint from reality many times in the past. People have a marked tendency to believe their own BS.

-- Carl

P.S. Have you been having a good laugh at the Rambus longs complaining about the company's legal representation?
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