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

To: Bill Jackson who wrote (81820)	4/9/2002 11:04:16 PM
From: SBHX	Read Replies (2) \| Respond to of 93625

Guess I was wrong. Gotta admit it, the class action on which the Louisiana teachers and police retirement funds made a pretty compelling case. The idea of defrauding teachers and policemen of their retirement money sounds like a PR disaster. Between #35. (while attending the jedec meetings and making notes on what is being ratified) June 18, 1992 - BOD mtg.... As an explicit part of the business plan, Tate proposed that: There are additional claims we can file for our patents that cover features of Synch DRAMs. Then we will be in a position to request patent licensing (fees and royalties) from any manufacturer of SYnch DRAMs. Our action plan is to determine the exact claims and file the additional claims by end of Q3 1992 and... (alleged) rmbs Engineer (in email?) pointing out what changes were made to which claims to address ieee's ramlink and jedec's sdram. and... (alleged) new policy on shredding legal documents w.r.t jedec participation before they pursued royalties on sdr/ddr. Man, the guys writing this are making a dramatic case. I'll bet that last part about shredding documents and records was inspired by Enron and AA. Other than the email records they recovered, none of the other allegations are proved yet. Just because some lawyer wrote it doen't make it true. <g> SbH

To: Bill Jackson who wrote (81820)	4/9/2002 11:16:30 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: 5 years from now people will say "Rambus? Rambus who?" The captain appears to have missed the divorce of Intel and Rambus. Not only is the honeymoon long over, the marriage is now over - officially. Rambus got 10 million a quarter in alimony for 5 years (and two quarters have now been used up). After that, Rambus will probably be filing for bankruptcy - if the stockholder lawsuits haven't wiped them out before that. Intel returned the dowry, too: As part of the agreement, Intel said it would return 4 million warrants that would have enabled Intel to buy Rambus stock at a price of $2.50 per share. Rambus was trading in the $6-to-$7 per share range Monday, down from about $87 a year ago. If Intel had exercised the warrants it would have diluted Rambus stock somewhat, a Rambus spokesman said. Eulau [of Rambus] called Intel's decision "more strategic than financial." eetimes.com Not very important, since nobody (and Intel should know) expects Rambus to ever get a lot higher than $2.50, anyway. Even the Rambus spokesperson recognized that Intel's dumping of Rambus represented their new strategy.