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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (14361)	4/11/2001 5:27:19 PM
From: J L Segal	Read Replies (1) \| Respond to of 30051

LAM RESEARCH <LRCX.O> SEES INCREASE IN JUNE QTR ORDERS, CONTINUED UNCERTAINTY REUTERS * end of story * (REUTERS) LAM RESEARCH <LRCX.O> SEES JUNE QTR REVS $340 MLN, EPS OF $0.15 BEFORE CHARGES REUTERS * end of story * Zeev - what's your take on the above......think the order increase could indicate an upturn in the 2nd half of 2001? JLS

To: Zeev Hed who wrote (14361)	4/11/2001 5:56:55 PM
From: wgh613	Respond to of 30051

RMBS, Another trial delay: Rambus-Infineon trial delayed again By Jack Robertson, EBN Apr 11, 2001 (12:28 PM) URL: ebnews.com The Rambus Inc. SDRAM patent infringement trial against Infineon Technologies AG in the Federal District Court, Richmond, Va., has been delayed once again for six more days before opening arguments by both sides. The oft-postponed trial had last been scheduled to start April 17. Jury selection is now scheduled to take place on Friday, April 20, and opening arguments by attorneys is slated for 1:30 p.m. Monday, April 23. Rambus is then scheduled to start presenting its evidence later that day. In the meantime, Infineon attorneys wil be taking depositions of Rambus officials and their attorneys regarding discussions that took place inside Rambus during the 1992 to 1996 timeframe. Those discussion dealt with whether Rambus should disclose to the industry JEDEC standards body the fact that the firm had pending SDRAM patent applications. The Fourth Circuit Court of Appeals in Richmond upheld Judge Robert Payne's exemption of client-attorney priviledge to allow the depositions, due to alleged Rambus fraud in failing to disclose its SDRAM patent claims to JEDEC. Judge Payne on Tuesday, however, denied two separate long- standing confidential petitions by Infineon to compel depositions of unidentified witnesses. The motions were sealed and Judge Payne did not elaboate in his order denying the Infineon petitions