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

To: Dan3 who wrote (72770)	5/14/2001 2:37:03 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Dan3; Re: " After that comes the case against Micron, and Micron is the one company in the industry that's a proven winner in the courtroom. Micron has gone to court fairly often over the years and almost always wins. If Infineon creamed Rambus, what Micron does to them will be really scary - I still think there is a good chance Micron will end up with Rambus's IP as damages." This trial was Rambus' operation "Barbarosa". They started by negotiating with Infineon, leading Infineon to believe that they could come to agreement. Then they suddenly turned on their erstwhile alley and declared war with a suit on only two days notice, a blitz-suit. Infineon was supposed to roll over easily, but it sure looks like rambus will never see the gates of Moscow. Stalingrad didn't fall. Hungry and demoralized Rambus longs are trudging through deeply snow covered wastes just hoping to once again taste the comforts of home. Most of them don't have anything to say. A few of them are now just irregularly shaped snow covered humps. Oooooooops. Meanwhile, the giant to the West, Micron has arranged for the best lawyers in the world to develop the Atomic Suit. Infineon made a half hearted effort at building such a weapon, but Payne ruled that they didn't even make a case for "reasonable" legal expenses, so all they could ask for was nominal $1 damages. All infineon really wanted out of this trial was to get out of Dodge. Micron is the company with blood on their mind. Back at Berlin, Rambus issues press releases that border more and more on the fantastical. It was bad enough when they suggested that it was their own scientists who developed SDRAM, claiming it was impossible that Jews could be so clever. "Rambus über alles!" Secret patent weapons are hinted at. The company threatens to pursue a policy of "scorched IP", where they won't license RDRAM, destined to be the next "master technology", to the companies who defeat it in court, (LOL!). Management adopts a bunker mentality. "Clearly the world is against this company, but for the good of the (bandwidth) race, Rambus must prevail!" We are fast approaching the end game here. I'm figuring that the ultimate fight will be between the class action shareholder lawyers and the industry lawyers. Who will mold and shape the countries of Europe? Carving up Rambus is going to make Potsdam look simple. -- Carl