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

To: sergiotenenbaum who wrote (71511)	5/1/2001 11:43:13 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi ST; Samsung lawyers at trial. This should put a chill into every Rambus investor: I finally found a reference to Samsung attending the Richmond Virginia Rambus v. Infineon trial. This is croaker_frog, who is a long term Rambus investor who lives in the area and had the free time available to attend the trial for a few days, responding to another poster: rambusman_2000, Yahoo RMBS thread #264210, May 1, 2001 hey rmbsqcom: current contracts will run their course as a deal is a deal and enforceable... also...they would have no grounds to withhold payments, especially since an appeal means the ball is still live and in play. [sic] messages.yahoo.com Re: hey rmbsqcom: current contracts croaker_frog, Yahoo RMBS thread #264213, May 1, 2001 Then, how do you explain the attendance of Samsung lawyers in the back of the room? messages.yahoo.com The amount of DDR SDRAM memory that Samsung is slated to produce in 2001, according to industry estimates from the beginning of the year, is 90 million 128Mbit units. At, say, $6 each, (somewhat more for the graphics DDR chips, somewhat less for generic DDR for DIMMs later in the year), that's $540 million. With Rambus' 3.5% DDR royalty, this means that Samsung has about $19 million riding on this trial for DDR alone. SDRAM is (I would guess) going to double that. I doubt that the warrants and options that Rambus has spread around the industry are doing them much good right now, everyone knows where this stock price is going. Any guesses for the next shoes to drop in this suit? Here's my list: (1) No infringement. (2) Liability for JEDEC activity. (3) Memory makers who signed licenses breaking contracts and suing for return of money. (4) Shareholder lawsuits alleging management misled about IP strength while selling shares. -- Carl