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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 4:01:18 PM
From: Dave B  Read Replies (1) of 93625
 
Pomp,

This is just rank speculation is it not? I don't think Micron's deal necessarily leads to a settlement with Rambus.

As a lawyer, I'd bounce the question back to you. Doesn't it go to credibility? In a trial with Rambus, wouldn't it be fairly easy to convince a judge or jury (whether true or not), that after they spent 15 minutes discussing where to set the memory prices, it would have been easy to then discuss the "Rambus problem?" Who knows whether it really happened or not, but it would have been easy to do.

Or put another way, Bilow, for example, didn't get suspended from SI once, he got suspended twice. A pattern is a pattern is a pattern...

Micron's admission is an interesting wrinkle in this saga.

Dave
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