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

To: substancep who wrote (53553)	1/29/2003 2:48:52 PM
From: EnricoPalazzo	Read Replies (1) \| Respond to of 54805

Wow, great news for RMBS longs. Certainly goes a ways in vindicating those who thought RMBS was getting jobbed by the courts. I don't think RMBS is a gorilla candidate (or ever was), but if this is a harbinger of future rulings that DDR violates RMBS' patents, it could be a very valuable stock (severalfold more than it is currently). I haven't done the numbers in a while, but at a reasonable royalty rate (e.g. 1% maybe) off of all DDR sales, the cash flow was very high--in the hundreds of millions, I believe.