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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: substancep who wrote (53553)1/29/2003 2:48:52 PM
From: EnricoPalazzo  Read Replies (1) of 54805
 
Wow, great news for RMBS longs. Certainly goes a ways in vindicating those who thought RMBS was getting jobbed by the courts.

I don't think RMBS is a gorilla candidate (or ever was), but if this is a harbinger of future rulings that DDR violates RMBS' patents, it could be a very valuable stock (severalfold more than it is currently). I haven't done the numbers in a while, but at a reasonable royalty rate (e.g. 1% maybe) off of all DDR sales, the cash flow was very high--in the hundreds of millions, I believe.
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