Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.42

+0.9%

Dec 18 3:59 PM EST

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To: Bilow who wrote (71509)	5/1/2001 11:10:13 PM
From: sergiotenenbaum	Read Replies (1) of 93625

Hello Bilow, “”But what I can tell you is that pretty much all the various Infineon defenses are still alive and well, it is Rambus that is having its alternatives eliminated. In addition, Infineon is asking for RICO tripled damages, and Micron just hired a hot shot lawyer who is famous for big damage awards”” It is my understanding that this case has two parts, infringement and fraud. I would be very surprised if RMBS prevail on infringement (the stock price is telling us that, and the RMBS lawyer told the JUDGE as much last Friday), but if it prevails on the fraud part, it is my belief that IFX would be at risk on future new lawsuits, and MU won’t be able to use the fraud defence. It is my speculation that the RMBS counsel have made the calculation that with the IFX testimony given so far they have a great shot with this Jury. Regards, ST

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