Rambus (RMBS) - Eagle or Penguin Message Board

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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: Dan3 who wrote (72742)	5/13/2001 4:58:21 PM
From: Sun Tzu	Read Replies (1) of 93625

Thanks a million! I can't believe I missed that despite having read the article...must be getting old. I have two questions now: First, does anyone know which day the judge will render his decision? This is of course important as it will cause large swings in RMBS one way or another. Secondly, I've heard varying opinions as to what is the effect of losing the disputed patents. Obviously it means no SDRAM royalty, but does it also mean zero DDR royalty? There seems to be unanimous decision that RDRAM will remain the domain or Rambus. But could losing the patents mean that others may now create a more formidable alternative to RDRAM (I mean other than DDR)? On the other hand, let's say the judge rules in favor of Rambus in this case. What would that mean? That Infineon does not have to pay royalties but others do? Or that none of the original JEDEC members will have to pay the royalties but all others do? It is important to assess the best and worst case outcomes (over the next couple of months) if there is money to be made in this thing. thanks, ST

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