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

To: blake_paterson who wrote (71399)	4/30/2001 10:25:43 PM
From: KM	Read Replies (1) \| Respond to of 93625

To see it at $5 (20 presplit?) would really be an amazing sight. I remember the day of the IPO and I don't think Rambus has ever traded south of about 25 since it opened for trading that day in 1997, and it shouldn't now either. From what I'm told by people I've consulted to review and comment as this has gone on, Markman ruling overturns are usually against the patent owner, not the infringers. Another negative. Also, I'm advised that the ruling was made without an over-reliance by the judge on expert testimony, which could have subjected it to a greater likelihood of reversal on appeal. I suppose there will be a huge overreaction to this turn of events and I'm sorry for whoever will get hurt.

To: blake_paterson who wrote (71399)	5/1/2001 9:30:56 AM
From: jim kelley	Read Replies (3) \| Respond to of 93625

Well, the judge has run up his flag and like we thought he is running a pirate ship. <G> He has prevented Rambus from introducing their evidence, hamstrung Huber the expert witness, rendered judgements from the bench that no way did Infineon willfully infringe (when the evidence is to the contrary) and promoted the JEDEC charges which make no sense if there is no infringement. <G> He has also taken a position which is contrary to patent law in that inventors are allowed to make more than one set of claims to break out different inventive features in their inventions. Here is Tinkershaws take on where this trial goes from here: boards.fool.com This is just the beginning of a long fight. No doubt the Markman decision will be appealed. If the judge directs a verdict from the bench on the infringement battle then Rambus will have been effectively denied a jury trial on the infringement issue which is yet another cause for appeal. If the judge directs a non infringement verdict and does not direct verdicts on the JEDEC issues ( which make little sense if there is no infringement then the judge will smell as bad as judge jackson did in the MSFT case. Interesting...