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: Voltaire who wrote (34274)	3/20/2001 9:37:22 PM
From: pinhi	Respond to of 65232

Yea, NEWP would be good. Thanks, I'll look at that. eom Pinhi

To: Voltaire who wrote (34274)	3/20/2001 10:04:10 PM
From: t2	Respond to of 65232

V, I guess you taking a bit of a bearish view of short term prospects for the market. What I have noticed is that we seem to be in such a negative state that one keeps asking..can it go lower? It seems most people expect it to happen. I am looking at another few days of declines followed by a rally into the March employment report (April 6). Going to monitor the March short interest on the Nasdaq that should be out soon. That could be interesting in many stocks that already have seen a high degree of shorting. If they get to higher levels in such companies with real businesses, it could get interesting. Just wondering if there any more bulls left (for the short term)

To: Voltaire who wrote (34274)	3/21/2001 9:05:13 AM
From: stockman_scott	Respond to of 65232

JP Morgan Reins in the ANALysts... thetimes.co.uk It's sure not surprising at all =) Best Regards, Scott

To: Voltaire who wrote (34274)	3/21/2001 5:51:18 PM
From: Sully-	Respond to of 65232

delete - SI created duplicate - Sorry Ö¿Ö

To: Voltaire who wrote (34274)	3/21/2001 5:51:18 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Smoking Documents from the RMBS/Ineineon case...... Infineon turned over these documents very, very late to RMBS..... after the end of discovery..... read the whole thing..... it is packed full of evidence..... The following documents are the transcripts from the Rambus vs. Infineon case, and in particular the reasons Rambus asked to postpone the case. There are a number of developments described here that are of major importance, we believe, in this case. We believe it is worth it for any interested parties to read the full document, as opposed to us highlighting a few select passages. This is not a ruling. As outlined by the Rambus attorney, these are largely the reasons Rambus has chosen to ask to postpone the case, in order to obtain additional documents and depositions from Infineon. RAMBUS vs INFINEON Transcript The following pages are notes supplied to Rambus from Infineon very late in the pre-trial. Much of these pages are in German, but the following passages are of particular interest: Page 17-18 of Adobe document, which shows pages 5 of the actual document presented to Rambus and appears to be from JEDEC committee notes. "The original idea of the SDRAM is based on the basic principles of . . . the complex RAMBUS structure. NEC (RAMBUS license holder) was the first to suggest a leaner "public domain" version. . ." Page 25: The passage on this page shows potential evidence that the JEDEC chairperson, who was with IBM at the time, acknowledges that there is the development of a "Public Domain" version of the Rambus technology in the works. Page 26-28: These pages represent potentially the biggest support for Rambus, and what we'll call the latest "smoking gun". As described by an Infineon official, Rambus is a "deadly menace to the established computer industry". The pages continue with detailed plans as to what to do with Rambus and their technology, including buying Rambus and burying them, waiting and seeing what happens, or getting them into JEDEC to make the technology public domain. Transcript Notes (German) Thanks for visiting Fredhager.com. fredhager.com Ö¿Ö