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

To: Fiscally Conservative who wrote (54404)	10/6/2003 3:53:01 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Would I buy or sell Rambus now? Hell if I know. Probably depends on point of view, and investment philosophy. I'm holding on for the big kahuna, hoping that all DRAM makers end up paying royalties on DDR, and perhaps even up-ramp RDRAM production. I'm hoping that by 2006 or 2007, with Rambus and the DRAM makers having set aside their differences, that XDRAM has an important and growing role in PCs, and not just another niche, as occured for RDRAM. For the shortterm, I think the stock will be very favorably presented at the quarterly earnings report, and might go $25-30/share. But the overall Tech market has been a little overheated this year. The combination of a pullback together with another world crisis could lead to a retrenchment over the next 3-4 months. Moreover, there are still major hurdles ahead, including getting past the FTC and the pending DRAM lawsuits. Bottom line, I chose not to add to my shares last week, waiting for this decision. However, if I smelled that a settlement was in the works between Infineon/Micron and Rambus, I think the stock would go to $40-50/share to start, and I would be an aggressive buyer. Apollo

To: Fiscally Conservative who wrote (54404)	10/6/2003 4:32:40 PM
From: substancep	Respond to of 54805

Would you be a buyer or a seller here. I know the question was not addressed to me but I'd like to comment. I am not selling and have not sold a share for the 3 years that I have been in the stock. Indeed, I have added to my position numerous times and I am absolutely crushing the market in terms of relative return on my investment. I, too, am "holding on for the big kahuna". I view today's news as a non-event. In other words, it was a long shot that the Supreme Court would even hear Infineon's appeal. So, given that the market hates "uncertanity", at 6:29am this morning it had discounted the stock by 38% because of this "non-event". Imagine how much the stock is discounted due to the FTC case. I do not believe the FTC will prevail. The case wreaks of FTC corruption to put it mildly! In fact, Rambus may be in a good position to advance charges of collusion and anti-trust violations on the part of the same players that Rambus has been suing for patent infringement these last few years. The real question is what will Rambus' fair market value be when all the DRAM makers do have to pony up? Fred Hager / Currin Research show numbers of $125 to $261 for pes between 20 and 50 by years end 2005. (I took these #'s from memory and will have to check) P