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

To: The Prophet who wrote (68216)	3/17/2001 3:27:17 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

The Prophet, is that true that Markman rulings are reversed 50% of the time? In this case, however, during th examination, Rambus accepted narrowing their claim definition to their "new inventive bus" (the multiplexed one), in response to an examiner's first rejection. Of course, that might be meaningless, since the specfic claims might have been "bus" related, and as Carl mentioned, there are plenty of claims in these four patents were the claims do not refer to any bus, and certainly not just the "mutiplexed" bus. Frankly, unless someone here (and that is not I) has the time and expertise to review the whole file wrapper, and study Payne's prior history of reversals, I do not think that I have enough information to decide one way or another. Right now, I'll be basing my own "deliberations" on the assumption that RMBS does not get SDRAM and DDR royalties, and to determine whether or not they might in the future, I'll have to rely on the market wisdom and how the stock will behave technically to educate me in those matters. Until April 10th, nothing will happen in that arena so I expect the stock to trade (after another plunge Monday) in the range of about $12.5 to $25, a nice 100% range. After that, I think we will enter a period of market weakness in general, so the bias will be down from there. Hopefully $12.5 will hold, if not, look out below.