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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Knight who wrote (42694)5/16/2001 6:30:38 PM
From: tinkershaw  Read Replies (2) of 54805
 
However, until I read this article, I wasn't aware of just how egregiously slanted the FUD is.

Just to give an example, as part of that story (if memory serves, but I've seen this quoted by several "journalistic" sources - and it is so outrageous that its incredible that these quotes are not checked by this "journalists" (wonder if they've been to Al Gore's classes?) has been the assertion that Rambus will have to pay back royalties for royalties they've already been paid for SDRAM and DDR.

Which is about the biggest piece of garbage I've ever read and which is directly and purposely put forward as a comment to manipulate the stock downward. Not to trade but to help Infineon and Micron and Hynix in this war. In fact, I am going to try to look at the history of this FUD and check out the legal status on this. I do think several parts have systematically crossed the line here. But it will take sometime to check this out, but crap like this does get my dander up.

Lets set it straight, worse case scenario, Rambus loses every bit of SDRAM and DDR IP, Rambus still gets to keep all the royalties they've been paid in regard. THEY WILL NOT HAVE TO REPAY BACK ANY ROYALTIES!!!!!

Tinker
P.S. Keep in mind that I'm not ignorant that RDRAM is not yet the new and dominant standard. SDRAM still is, RDRAM is currently the dominant contender. But I think if you follow the value chain, look at the technologies, and look where software is going, that you can put a very good probability that RDRAM will continue forward as the next dominant standard. Nothing certain of course. AMD may yet have their way after a decade + of trying.
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