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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (5558)	8/29/2000 1:05:14 AM
From: Dr. Id	Respond to of 22706

ctb/A@shouldhaveknownanythingIdheldwasadog.pov Hey tek... I've owned this dog since it was a puppy! (up 425%). That's what happens when you go to the pound and buy an already grown dog. The other things I'm holding are the same things that you're holding (but most at much better prices...). Dr.Id@beafraidbeveryafraid.com

To: tekboy who wrote (5558)	8/29/2000 1:10:12 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 22706

>> any thoughts on the Micron suit against Rambus? No, except that it probably won't help rmbs shareholder value very much tomorrow. cuf

To: tekboy who wrote (5558)	8/29/2000 2:44:50 PM
From: Dr. Id	Read Replies (2) \| Respond to of 22706

you have any thoughts on the Micron suit against Rambus? Regarding Micron suit against Rambus: (taken from SI Rambus Board: #51688 August 29, 2000 Edelstones comments... Rambus (RMBS-$84-SB) Micron Files Lawsuit Against Rambus Mark Edelstone· Micron Technology (MU-$89-SB, covered by J. Cross) announced a lawsuit against RMBS making several assertions, including violations of federal antitrust laws, and the invalidity and non-enforceability of RMBS's patents.· Although we expected that RMBS and MU would eventually end up in court, we are surprised by MU's suit. We expected RMBS to eventually drive the legal challenge once MU would not license its (RMBS’s) patents. We would be surprised if there are any legitimate antitrust issues, and since patents are deemed to be valid until someone can invalidate them, MU will eventually need to prove that they are invalid during a legal proceeding.· We believe MU's legal action will clearly bring the issues surrounding the validity of RMBS's patents into the forefront. While a courtroom battle will create uncertainty, we continue to believe RMBS will prevail, and mgmt. has been quite clear they will not license any company they defeat in court. As a result, MU and Infineon (recently sued by RMBS) are involved in a high stakes game with very negative ramifications for their DRAM businesses if RMBS prevails.· We maintain our Strong Buy rating. Prior to the eventual court hearings from these legal actions, RMBS's mission and the near-term key to RMBS's performance is to successfully complete license agreements with other DRAM and logic interface suppliers.