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

To: Bilow who wrote (70042)	4/11/2001 5:36:21 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Congrats Carl, Now that you're a senior SI citizen, how about giving me the odds on (1) INTC canceling their Agreements, confidential and public, with RMBS if anyone gets a Fraud or RICO judgment against the Bus; or (2) buying out RMBS. I'm thinking that INTC can't sue RMBS because (a) they can't prove damages, (b) it would risk RMBS asserting that they participated in the fraud, or (c) even if INTC is as pure as the driven snow, such a suit would make them look like EE Morons. In any event, INTC can't keep putting DRDRAM "Inside" if the Bus is found to have been guilty of fraud or corrupt practices. If IFX gets a judgment on the infringement charges at the close of RMBS' case they might walk away from their counterclaims for RICO and JEDEC fraud if RMBS agrees to forego any appeal. But that would leave Micron and Hyundai (or whatever its name is now) to continue on with their cases. Even if the judges there decide to adopt Payne's Markman ruling, which seems likely, or even if RMBS withdrew its DDR/SDRAM claims, Micron & Hynix still have the option of pursuing their claims for RMBS misconduct. ...And I don't see Micron settling as long as RMBS is still breathing. If RMBS loses its claims to DDR/SDRAM IP, all they have left is INTC's backing for DRDRAM and if they loose that they are fini. So I don't think the Bus can afford to continue this "trip" if it means risking a Fraud or RICO judgment. They are likely desperate for a way out of this trap. But they can't settle with IFX because it would just compound their problem, unless they can also settle with Micron and any of its licensees that might subsequently file suit now that the ground work has been layed. I just can't imagine that RMBS would continue on with the suits after the first non-infingement judgment. The only "out" I can see for them is to negotiate a takeover with someone (e.g., INTC or Samsung) who could negotiate a settlement with MU and Hynix and anyone else who might want to sue. It would be a complex deal. But it could be done if INTC Samsung and MU could all agree on terms. But either way it goes, i.e., takeover/global settlement or litigation resulting in a Fraud or RICO verdict that brings about a termination of INTC's Agreement, it seems likely that there will be no RMBS by June 30, 2002. That's my prediction. By June 30, 2002, the Bus will either be out of business, or operating as a division of some other player. 0\|0 P.S. By coincidence, that will also be the date marking the end of the current recession.<vbg>

To: Bilow who wrote (70042)	4/11/2001 9:23:02 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Bilow... "About that richard surckla quote: "A basher..." I see you are you talking about me again? I forgot about that post. Kind of neat, don't you think? Do you keep all my posts in a file so that you can retrieve them at will? How is it that you do a better job than the FLAKE? "P.S. This is my 5000th post since joining SI. " If I were to guess I would say that you made a big mistake in your 5,000 figure. More like 25,000 or 35,000. Just curious, how do you come up with an exact figure of 5,000?