Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 3:59 PM EST

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To: pompsander who wrote (87481)	12/30/2003 3:36:44 PM
From: pompsander	Read Replies (1) of 93625

Briefing.com take 2:02PM More color on RMBS 29.98 +3.48: American Technology Research provides some more color on RMBS's stock movement today (+13.1%) following reports that Micron may settle with the Dept of Justice (6:12). Firm notes that during RMBS's summer trial with the FTC, evidence emerged that MU may have colluded with other DRAM manufacturers to low-ball the price of SDRAM vs RDRAM (and thereby lowering the chances that Rambus's RDRAM would be accepted by the mkt). Today, RMBS is trading up on speculation that if MU settles with the DoJ, then this strengthens RMBS's case with the FTC (which is seeking to deny RMBS the billions of dollars in royalties it could reap from chipmakers such as MU and Hynix). While firm has no specific information on this, they think this line of reasoning is at least logical.

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