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.

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

To: NightOwl who wrote (70043)	4/11/2001 3:26:17 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi NightOwl; The only reason Intel would cancel their agreement with Rambus is so that they can start making DDR chipsets. Intel may have already gotten Rambus to change their agreement so as to allow Intel to do that already. But there is no reason for Intel to do that before they have their DDR chipset(s) ready to ship. As far as anyone buying out RMBS, I think the odds are slim to none, except perhaps at a much lower price. Micron is led by an old street fighter, my guess is that you are right, they will pursue Rambus for fraud even after the SDRAM and DDR royalties are history. I would guess that Rambus will continue on with the other lawsuits even after they lose the Infineon case, and that they won't make an agreement with Infineon to not appeal the lawsuit. The company is basically a stock fraud, and as long as there is anyway of justifying an eventual win, Rambus will continue to fight. As long as management still has stock to sell, Rambus will continue to claim royalties on SDRAM, this despite any offer from Infineon to forego the RICO charges. -- Carl