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

To: Dave B who wrote (68758)	3/21/2001 7:52:20 PM
From: jim kelley	Respond to of 93625

Dave, I still think the Markman decision in which the judge chose the Infineon interpretation of the claims was based on the judge believing the Infineon had been "submarined" by Rambus. He believed the sworn testimony of the Infineon officials that they did not know about the Rambus IP. I think the Markman decision will be overturned or neutralized by Infineon's behavior.

To: Dave B who wrote (68758)	3/21/2001 8:22:15 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Well, here is my paranoid spin of events of the past two weeks. Inf. knows it has a document problem. It leaks false report of judge's coming rulings to irresponsible rag, which prints it. Rambus stock tanks. Inf. floats same settlement proposal mentioned in transcript. Walkaway, basically. Figuring Rambus is whacked with max pressure to settle from directors, shareholders, street. Rambus says no. Documents appear. Hmmmmm.