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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (53372)	1/8/2003 3:58:18 AM
From: EnricoPalazzo	Read Replies (2) of 54805

still pending issues: 1. litigation on claims that Rambus is owed royalties on SDRAM and DDR. I haven't followed RMBS's legal travails for a while, but as of a year ago it wasn't just a question of whether RMBS is owed royalties (i.e. potential upside), but also of whether RMBS was liable for fraud, as they were determined to be by a Virginia patent court (i.e. potential downside). I won't argue the relative wisdom of taking a flyer on legal outcomes, but things can get worse just as they can get better. 2. historic contention that RDRAM will show its competitive advantage as microprocessors exceed 3 gHz; this is the barrier the Pentium 4 just punched thru. I don't know what the technical issues are, but the historic contention has not always been a 3 gHz threshold. I recall that shortly before P4 hit 1.8, a popular contention was that 1.8 was the threshold; then when P4 hit 2.5, folks said that 2.5 gHz was when the performance benefits would be overwhelming, etc. Nonetheless, if RMBS technology is indeed inside every PIII and serious revenue accrues from that (say $1+ per PIII), that would be a nice coup.

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