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

To: pompsander who wrote (87481)	12/30/2003 3:36:44 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Briefing.com take 2:02PM More color on RMBS 29.98 +3.48: American Technology Research provides some more color on RMBS's stock movement today (+13.1%) following reports that Micron may settle with the Dept of Justice (6:12). Firm notes that during RMBS's summer trial with the FTC, evidence emerged that MU may have colluded with other DRAM manufacturers to low-ball the price of SDRAM vs RDRAM (and thereby lowering the chances that Rambus's RDRAM would be accepted by the mkt). Today, RMBS is trading up on speculation that if MU settles with the DoJ, then this strengthens RMBS's case with the FTC (which is seeking to deny RMBS the billions of dollars in royalties it could reap from chipmakers such as MU and Hynix). While firm has no specific information on this, they think this line of reasoning is at least logical.

To: pompsander who wrote (87481)	12/30/2003 3:44:37 PM
From: Rich1	Read Replies (1) \| Respond to of 93625

If its possible then we will close strong and take out todays highs and I will add....

To: pompsander who wrote (87481)	12/30/2003 4:01:18 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Pomp, This is just rank speculation is it not? I don't think Micron's deal necessarily leads to a settlement with Rambus. As a lawyer, I'd bounce the question back to you. Doesn't it go to credibility? In a trial with Rambus, wouldn't it be fairly easy to convince a judge or jury (whether true or not), that after they spent 15 minutes discussing where to set the memory prices, it would have been easy to then discuss the "Rambus problem?" Who knows whether it really happened or not, but it would have been easy to do. Or put another way, Bilow, for example, didn't get suspended from SI once, he got suspended twice. A pattern is a pattern is a pattern... Micron's admission is an interesting wrinkle in this saga. Dave