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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Gary L. Kepler who wrote (43777)	6/21/2001 8:24:26 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Gary, I haven't done any work at all on Rambus. In summary, rather than add to my position at these cheap(er) levels, I am inclined to stand back and perhaps walk away sometime in the next six months or so. Based on everything you mentioned about your perception of product adoption, that would be playing the game according to the rules. The pure gorilla gamer in me sez that's tough to argue with. Be sure to let us know when your thinking about an RDRAM tornado changes. --Mike Buckley

To: Gary L. Kepler who wrote (43777)	6/21/2001 8:39:39 PM
From: EnricoPalazzo	Respond to of 54805

The fraud trial (which only concerns SDRAM and DDR) still troubles me because the judge would not allow the Doctrine of Equivalents to be used which apparently was the planned defense prior to the adverse Marksman ruling just before the trial. It is unclear whether Rambus will be successful on appeal. I am encouraged by the court's expert witnesses in Italy who seem to imply that RMBS does have a strong case there. In any event, I am disregarding any benefit of royalties on SDRAM or DDR. Those who are convinced that RMBS got shafted in the Virginia trial may want to check out the RMBS thread on the fool. There's a fellow there named "NicDaGreek" who purports to be a qualified IP attorney with lots of experience before federal courts, and lots of connections in the IP world. I can't vouch for him, but he can at least talk the talk. Anyway, he has a somewhat negative view of RMBS' performance in the courts, and he implies that this is a common assessment of those skilled in the arts--not that RMBS is the little guy who got screwed, but that RMBS is an overzealous little jerk who played fast & loose with IP law, and then got outlawyered. Personally, my investment in RMBS is predicated on RDRAM, not on DDR patents, although this trend is certainly unsettling. I don't like investing in companies without fantastic management, and I don't think that anyone could seriously claim that RMBS's management is fantastic. At the very least, they appear to have done a poor job of devising a legal strategy, a rather important oversight for an IP company...