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

To: Scumbria who wrote (72569)	5/11/2001 11:10:06 AM
From: SBHX	Respond to of 93625

Scumbria, ...Pure Conjecture ahead... This is what I heard. Since croaker frog and fredhager.com did not report this and I wasn't there, I don't know if this is valid or just more fud. A lawyer friend who was there said that the jury found what rmbs was doing was so unethical that they wanted to put them in jail, but couldn't. In the coming days, if it is true, I think all this will come out. Heck some member of the juries might be interviewed in Mercury. This is the semicon industries' Trial of the Century, and we haven't heard the last of this yet. How often do you get EE-times / EBN to publish National-Enquirer-like articles? .... IMHO, this is the most likely scenario unfolding right now. 1. ddr/sdr payments has stopped. AND 2. In cases where the makers make drdram and sdr/ddr, there will be some attempt to hold back the drdram royalty payments to offset any sdr/ddr already paid, so the bulk of ddr/sdr payments will go back. Can someone make projections on what the actual revenue is just from DRDRAM royalty payments? Is there real burn-rate there, or will they still be profitable? A. In the short term, assuming the already collected ddr/sdr payments have to show up on the liability side of the books, suppose they are repaid over the next 4 quarters, how will this affect their cash position? B. In the long term, after the sdr/ddr royalties are repaid (assuming no punitive damages) assuming drdram does carve a niche of 10% or so in specialized devices, how does this translate to royalty revenues? At the very least, will they profitable?