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

To: Voltaire who wrote (33686)	3/15/2001 8:09:34 PM
From: Sully-	Respond to of 65232

From the RMBS food fight thread..... Comments by Fred Hager concerning the False news reports from EDN: messages.yahoo.com. Just The Facts About The Rambus Vs. Infineon Case Rambus and their shareholders have been subjected to yet another attack of misinformation. It was incorrectly reported last night that judge Thomas Payne, presiding over the Rambus vs. Infineon patent case, made a pre-trial ruling that limited the scope of one of Rambus' patents involved in the case. > The article, published in Electronic News by writer Steve Fyffe,repeatedly cited an unnamed source from Infineon who proclaimed that the judge ruled that Rambus' "Bus" patent in question was now limited in scope to Rambus-only technology, and it did not pertain to the "Bus" that was commonly used in today's SDRAM and DDR. In what is known as the Markman verdict, the judge will define the term "bus" for the jury, and therefore the trial will proceed with this definition(s).Regardless of the outcome of the Markman verdict, it will not end the case or result in a summary judgement. Despite what the article stated, this verdict has not been handed down yet, and according to Rambus' and Infineon's attorneys, it may be issued tomorrow. In the event the judge does rule that Rambus' "bus" technology is not the same as Infineon's definition of it, it does not mean Rambus' case is lost - not even close. While it will make the particular patent in question more challenging for Rambus to win, there are still three more patents and a total of 57 claims that Rambus can prove have been infringed in order to win the case. And these patents are not directly relative to the "bus" patent that the Infineon source seems to believe will result in "summary judgment" that will end the entire case. This sources' statement is not even remotely true, and the separate patents and the subsequent claims are independent of the "Bus" patent that has been widely discussed. When we contacted Electronic News today, a representative told us that their source at Infineon gave them the wrong information, and they were in the process of correcting the article. Since the call, the article has been adjusted, but it is still largely inaccurate on many accounts. Primarily, and we can't stress it enough, the Markman ruling was not handed down yesterday, and we are still awaiting word from the judge on the "official ruling" of the Markman verdict before the trial begins. From a technical standpoint, in our opinion, a Bus is a Bus and whether or not it is multiplexed or not, it is still a Bus.To us an analogy, a traffic light is still a traffic light whether or not it is on a four-lane road or a two-lane road. It is our belief Infineon is making a number of claims, and causing a lot of "noise" to influence the judge and jury in regards to Rambus' credibility and practices. It is common in any case such as this to obscure the actual case with additional claims in the hopes that some of the go through. For Infineion, the more they can make Rambus out to be the bad guy, the better chances they have. We believe the drop in share price today was unwarranted, and largely the result of irresponsible reporting at a very sensitive phase of the case. We believe extreme volatility is unavoidable as we move closer to the trial, and it will continue as the trial proceeds. Assuming no delays, the trial will begin on Tuesday, the 20th. We will have a Fredhager.com representative at the trial for the duration, which is expected to last three weeks. We will keep subscribers posted regularly with any and all news that emerges. > > Thank you, > > The Fredhager.com Staff Ö¿Ö

To: Voltaire who wrote (33686)	3/15/2001 8:18:48 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

More from the RMBS food fight thread..... seems that the rumor & 'unnamed sources said' seem to be far different from the facts..... =DJ Rambus/Suit -2: Fighting Over DRAM Semiconductor Sys By Michael Buettner Of DOW JONES NEWSWIRES RICHMOND, Va. (Dow Jones)--A federal judge ruled Thursday that Infineon Technologies AG (IFX) can tell jurors of racketeering allegations against Rambus Inc. (RMBS) when Rambus' patent-infringement lawsuit goes to trial. Rambus is suing Infineon for alleged patent infringement concerning computer technology. In response, Infineon counterclaimed that Rambus violated the Racketeer Influenced and Corrupt Organizations law. In an effort to keep such accusations out of the trial, Rambus had asked judge Robert E. Payne for a summary judgment concerning Infineon's counterclaim. But judge Payne decided not to render summary judgment, thus opening the window for Infineon to bring up the RICO allegations during the trial. Judge Payne's order was entered into the case record Thursday but was unavailable for public inspection. The case is scheduled to go to trial on March 20. ElectronicNews.com, published by Cahners, reported Wednesday that Payne had decided to limit the scope of Rambus' patent claims. The article quoted an unnamed source who said Payne had agreed with Infineon's expert witnesses that Rambus' patents don't cover certain Infineon products. Court records indicate that a hearing was held Wednesday on motions by Rambus to exclude testimony by two expert witnesses called by Infineon. No orders on those motions had been issued by late Thursday, and the federal district court clerk's office said none are expected today. Rambus filed suit against Infineon last year claiming that the German-based company had infringed Rambus' patents on dynamic random access memory semiconductor connection systems. Infineon subsequently filed a countersuit against Rambus claiming RICO and antitrust violations. Rambus shares fell $11.26, or 31.9%, to $24.09 on Thursday in apparent reaction to the ElectronicNews.com story. Volume amounted to 20.2 million shares, up from average volume of 3.1 million. Infineon fell 5 cents, or 0.1%, to $35.50 on light volume. -By Michael Buettner, Dow Jones Newswires; 804-698-7385; Michael.Buettner@dowjones.com a little different than the so called rumors, wasn't it :-) reh/long Ö¿Ö

To: Voltaire who wrote (33686)	3/15/2001 9:24:22 PM
From: synchro_fan	Read Replies (1) \| Respond to of 65232

If you want crepes instead of waffles, let me know and I will ship them to your grate. I make dynamite protein packed crepes. You do have a lot to be grateful about. Those rmbs negetative clowns will not have the last laugh. But you dont need me to say that. Party-on on the grate and get ready for pleading the fifth. You can always golf tomorrow if the weather be right! Syncie

To: Voltaire who wrote (33686)	3/16/2001 7:44:35 AM
From: edamo	Respond to of 65232

tom...it's a brutal market... i disagree with much of your predictions based on faith...but the market is akin to someone shouting fire in a crowded theater....even if no fire danger exists, you still can get trampled in the madness of the fleeing crowd.... rmbs high risk, but potential...fud or whatever, when it broke the 33 support, it was imperative to exit with the crowd.... in 1973 i lost all i had trading oil related stock options in an options market that had no secondary clearing house like the cboe...you bought/sold them, you owned them until expiration........today i lose many times "all that i had in 1973" on a single transaction with tight stops.... all this to say, as i voiced to jill earlier is that this too will pass, learn from errors, try to balance, although extremely difficult, logic with emotions, and look at what you have, not what you "coulda, shoulda, woulda" had....all about quality of life.... lick your wounds, they eventually heal if you allow them to....not the end of the world as the "thirty somethings" believe.....