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

To: richard surckla who wrote (73674)	5/25/2001 6:29:31 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Richard, It looks like the judge simply did not grant a preliminary injunction. The infringement case will continue with the expert testimony now on the side of Rambus. This is close enough to a victory for Rambus and a defeat for Micron to cause some serious movement toward proper licensing of the Sdram. .75% is not that much sticker shock. DDR is too low volume to be weigh heavily in the royalties at this time.

To: richard surckla who wrote (73674)	5/25/2001 6:35:17 PM
From: Sully-	Respond to of 93625

CNBC has been reporting on the ruling on the injunction......... the latest update was the least damning........ it was still portrayed as another loss by RMBS........... Based on the latest reports from Italy, it appears that after an exhaustive 5 month review, the court appointed 'experts' determined, that RMBS patents are valid & Micron indeed infringed. The Judge declined to grant a Preliminary Injunction. I would think that Italy also considers harm to the accused as well as the accuser when considering the need to grant a preliminary injunction. If he grants the injunction, manufacturing is shut down harming the company as well as innocent employees, sub-contractors, the local economy, etc.. There is considerable potential collateral damage if the injunction is granted. What if Micron eventually prevails? How can he make everyone whole? He can't. What harm has he done to RMBS? If RMBS prevails, they will be made whole. I'm sure he could find other potential areas of harm, but will any of these arguments outweigh the harm done to Micron's plant & the collateral damage if he shuts them down & Micron wins? BWDIK? It seems to me that the findings of the court appointed 'experts' is exceedingly good news. RMBS patents are valid & Micron infringed. The loss of the injunction ruling doesn't concern me. Should it? What am I missing here? Ö¿Ö