Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: ZOOB who wrote (30367)	2/2/2001 1:34:05 PM
From: Morris Catt	Respond to of 65232

Zoob, Thanks for your input. Agree this is a step in right direction but as you are aware the counter-claim action that IFX dropped IS NOT the test of RMBS patents over SDRAM & DDR. I think that MU, IFX & Hyundai will eventually settle with RMBS but with all the various court cases pending there is a quite a way to go. Court cases seem to always drag on for extended periods but eventually this will end and then RMBS will likely move more aggressively against the logic controller type firms. Right now with the DRAM market prices so weak it appears that those making RDRAM are doing well by selling RDRAM at fat prices. Pressure on Hyundai, IFX and MU to gear up RDRAM must be great. With the lawsuits pending there is likely resistance by box firms to buy RDRAM from either of the "bad" three. Regards, Mac