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

To: Zeev Hed who wrote (68229)	3/17/2001 5:36:55 PM
From: The Prophet	Read Replies (2) \| Respond to of 93625

Yes, Markman rulings are reversed in the order of 50%. That is because we now have an outstanding court of appeals on patent claims that hears all such appeals. They have special expertise and experience that district court judges lack. I am not a patent lawyer, so I cannot comment specifically on the nuances of the prosecution history, however it would seem a little counter-intuitive to preclude RMBS' innovations from applying in a slightly different configuration than the one that may have been the focus of the initial patent application. Like you, my bet is premised on the risk/reward of RDRAM alone, which I believe more than justifies the current valuation. But if the Bus wins its legal battles, fortunes will be made.