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

To: NightOwl who wrote (59826)	11/2/2000 7:43:05 AM
From: capt rocky 1	Read Replies (1) \| Respond to of 93625

nite, about 6 months ago i posted that if samsung would hurry up and settle they could, because of the vol. of their production and lead in rdram , rule the dram world. well, better late then never. they will rule big time and be able to set prices. the pressure they will put on mu is going to be tremendous. if rmbs sues end users for use of unauthorized sdram and ddr , which rmbs holds the patents on, samsung will rule the roost. ( if you were a oem and needed sdram or ddr, would you buy from an authorized source or risk a law suit from the patent holder)?( i think the hitachi sega settlement resulted from that threat).this settlement is the biggest rmbs news in a year. the only reason the stock didn't pop yesterday was general weakness in the nas. and wcoms hit. we should have a run today. btw 52 is a paper tiger. we could take 52 out on the open and never look back. the prospects for rmbs have NEVER looked better. just my opinion but i feel real good about this. rocky

To: NightOwl who wrote (59826)	11/2/2000 5:41:26 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

NightOwl, Dave I was beginning to think my efforts were for naught! Glad you got a rise out of it. It was just fun comparing your predictive abilities to Jdaasoc's <G>. Then again maybe they insisted on a clause to give them a refund - or at least an out - if RMBS loses any of their pending suits. You just never know. Any company that doesn't have a "payment of royalties ceases if the aforementioned patents are declared invalid" clause in their contracts deserves to pay Rambus royalties forever. The big question is whether anyone (Micron) is really going to push it all the way with everyone else admitting that the Rambus patents are enforceable. They might -- I was surprised to see that they're not going to introduce a P4 system. Here's where I think emotions are getting in the way as I'd guess they're not doing solely because they don't want to sell RDRAM-based systems (anymore, that is). Just my guess, though. Dave <edit: Just saw that Elpida signed. We're way beyond the "drip, drip, drip" phase on DDR and SDRAM royalties.>