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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Bilow who wrote (44914)6/18/2000 6:41:00 PM
From: Scumbria  Read Replies (1) | Respond to of 93625
 
Carl,

I think that there is a reasonable chance that the patent courts will allow them blocking patents on the current JEDEC version of SDRAM. If this happens, RMBS would be quite a bargain at its current price.

Assuming that this doesn't crash the entire industry!

BTW: I'm disappointed that you blindsided me with this post, and did not discuss it with me on the Lear jet back from Taiwan.

Scumbria (AKA BILOW2)



To: Bilow who wrote (44914)6/18/2000 9:15:00 PM
From: richard surckla  Read Replies (2) | Respond to of 93625
 
Thread... Bilow quote (clip)...

>>BILOW SEES LIGHT ON RMBS!!!

I'm beginning to be convinced that Rambus has a good chance of controlling the memory market through their early Base Rambus DRAM patents...

If I were short, I would be getting out at the first opportune moment.
<<

Something is up! There must be more good Rambus news coming that we have not yet been made aware of for Bilow to make such a post! If there is a tinge of anything pro-Rambus in his posts then we know something is up. For years he has wanted to save us longs and now he wants to save the shorts. SURE GOT MY ATTENTION! Either that or his Bashers checks stopped coming... I mean after all his posts stopped early Friday noon after the 50% increase in stock value. Companies of paid bashers would not look at that as being a successful effort on the basher part. Now here he is back singing what appears to be a different song. I mean talk about strange!!! This one statement alone will put the fear of GOD in all shorts...

>>If I were short, I would be getting out at the first opportune moment.<< (as per Bilow)

They'll go nuts on the Yahoo thread!!!<G> I can hardly wait until tomorrow!

Just think coming from their main man... The Bilow has spoken.




To: Bilow who wrote (44914)6/18/2000 10:36:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Carl,

You were doing fine on your BILOW SEES LIGHT ON RMBS post until the following paragraph...

On the other hand, it is strange that Rambus hasn't pushed the SDRAM coverage of its patents until this year. The reason for the delay, I believe, is that they really thought that RDRAM was going to win out. Now they are going to (try to) use their patents to suppress DDR.

As has been pointed out on the board several times, Rambus couldn't try to enforce the patents until the patents were granted, and that didn't occur until late last year, if I remember correctly. So it was only several months after they were granted that the Hitachi lawsuit was filed, which in "legal time" is the blink of an eye.

As for the rest of your post following this statement, talk about "conspiracy theories"! You should send this in to Hollywood and see if they'll make it into a Movie-Of-The-Week for you.

Dave



To: Bilow who wrote (44914)6/19/2000 12:27:00 AM
From: Pat Hughes  Respond to of 93625
 
NO NO NO NO NO NO NO!!!!!!!!!
Say it ain't so.
You have been my #1 Contrarian indicator!

Now what do I do?