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

To: sam who wrote (50416)	8/20/2000 3:49:04 PM
From: gnuman	Respond to of 93625

Sam, thanks for the informative and well thought reply. EOM

To: sam who wrote (50416)	8/30/2000 4:31:37 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi sam; I found your post from Aug 20 to be well written and a bit prescient, and I would like to read your words on the situation now that suits involve Infineon, Micron and Hyundai against Rambus. You wrote (Aug 20, 2000): I do not believe the case is a "slam dunk." But as this particular case may be the battleground where Rambus' future profit picture (at least in the intermediate term) is determined, my guess is that the edge currently is in RMBS favor. Most of the DRAM manufacturers, though clearly siding with Infineon, will most likely not want to get too involved -- and that imo would be a mistake for them. Why? Because if Infineon loses, some precedents may be set that'll be hard to overcome for later litigants. IMO, Rambus chose Infineon (as they did Hitachi) for a reason. A legal strategy has been in place for some time. Rambus feels Infineon will be an easier target (than other players) for a victory. And, whether one believes Rambus is entitled to royalties on DDR and SRAM or not, all it may really need is that one victory. The posturing back (as in Jack's recent article) imo is simply that -- posturing. Infineon has the money to fight the suit. And perhaps the stomach for it. But unless it can get the others to fight this battle with it, it may lose the war for the Dramurai. I suspect, however, that Infineon is smart enough to settle if a loss seems inevitable. #reply-14244163 -- Carl