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I think Yahoo message board is down. Hmm problems with Yahoo infrastructure?
anyone have the rambus demurrer doc handy? tia.
Woo slides show DDR vs CPUs. Isn't that what he was trying to say? Since industry hadn't gone with RDRAM, then the gap was still increasing, and now XDR can really solve it?
Re: strange minutes + delay = settlement talks
Very interesting and insightful post I think esp. given the fact that the Rambus BOD gets to see the docs while the cartel tries to appeal. Now why does the BOD need to see the docs right away? Maybe they are needed for settlement negotiations?
"Whyte will make a statement to the jury that Hynix willingness to sign does not mean they thought they were infringing. Whyte wanted to give this message the very next day. Stone wanted Whyte to wait until the trial is finished and give this instruction along with the rest. Stone was concerned that the jury may think Stone said something incorrect if Whyte issued the statement first thing tomorrow."
Why does Whyte have to make a statement? Can't Hynix defend themselves? Stone's concerns are very legitimate I think.
I guess no JRA and antitrust then.? As expected I guess.. Still Furniss made Stone look like a liar or that he was witholding information about what % of industry licensed.. and yet Stone can't talk about the collusion etc?
so payne delays again i guess...
based on your reputation, i can't believe a word you say. sorry but your reputation is shot on yahoo and everywhere else, imo. sorry. you might be saying that truth in this case but with the so many times you were wrong it doesn't make sense to include what you say.
"Whyte denied the use of Doctrine of Equivalents to argue infringment."
actually Whyte denied the use of Murphy's testimony/report to argue Doctrine of Equivalents. he states that Murphy shouldn't be allowed to change or clarify his report because that is like adding new evidence. whether that means rambus can't argue doctrine of equivalents, imo out of common sense shouldn't so. but who knows if the law follows common sense.
I think Whyte was only excluding Murphy from making the doctrine of equivalents on CAS latency claim based on his report. I would think that it can still be explained to a jury and it wouldn't be that hard to explain. I myself just figured it out in the last 5 or 10 minutes. Basically Hynie is saying that the value that gets stored at init in the CAS register isn't exactly the same as what Rambus stores. but heck if you do N-1, as long as you account for the N-1 somewhere else you end up with the same result. Fact is no one used a CAS access time register before to store latency and Rambus was the first to do so. I wouldn't consider this much of a problem, and I believe the claim will hold with the jury, and much more with an appeal. Hynix would think so too.
next, To answer thegreek, CAS latency access time register is obviously SDRAM and above.. and there are a lot more DDR claims. JMO.
interesting, law firm change?
great news! thanks for posting that...
LOL Payne was the only difference in my opinion. All the other reasons in the article seems just made up after the fact. If you read Whyte's opinion he clearly states how there isn't anything missing with regards to the trial and the document retention policy at Rambus was both proper and legal.
here's the link to the docket.. the transcript entry is currently the last one..
http://www.sftc.org/Scripts/Magic94/mgrqispi94.dll?APPNAME=IJS&PRGNAME=caseinfos creens&ARGUMENTS=-ACGC04431105,-AD,-A,-AN,-AGenerated\%3A%20Feb-25-2006%20%203\% 3A54%20pm%20PST,-A00526908,-AD,-AFEB-23-2004,-AFEB-24-2006,-AALL%20FILING%20TYPE S,-AH,-ASort%20by%20Party%20Name,-ASort%20by%20Name,-AS,-AS,-AA,-AA,-A,-A,-A,-AA ,-ADate%20-%20User%20-%20Screen%20-%20Location
can anyone get a hold of the kramer transcript? i can't seem to view it using the viewer on sftc.org..
why are motions terminated?
I thought he was still waiting for the Hynix Rambus record to be entered by Samsung?
WSJ mention of Rambus (included with rest of mkt commentary)
Shares of Rambus, a maker of technology for memory chips, rose $3.79 to $32.05, a 13% increase, on news that a judge could release documents pointing to price collusion by chip makers. Rambus filed an antitrust suit against the companies, which include Micron Technology, in May 2004. WR Hambrecht analyst Daniel Amir speculated the trial will likely go in Rambus' favor.
Re: "Makes you wonder how the management team has survived this long. Government support? Political protection?"
Nope.. the board can make changes to management. problem is, of the members, stevie is one of them and at least two others are simplot cronies.. after the board, then you have to look at why the major stock holders are not complaining. in case of micron, it's a lot of institutions.. i'm thinking maybe an email/letter writing campaign to these institutions might be a good idea?
http://finance.yahoo.com/q/mh?s=MU
http://www.micron.com/about/officers/
never mind.. fine now..
is yahoo rmbs msg board down? i can't seem to get to it.. could be my cnxn though..
my understanding is that the jedec standard for sdram did not infringe any of the rambus patents that were already granted by the time of the jedec meetings. however there were patents that rambus already applied for by the time of jedec but weren't granted yet and sdram infringes these. can anyone confirm? thanks..
thanks pruf.. i was just about to suggest that maybe you could write something. did you really send it already? if so that is really great. maybe you can send him your other writings as well!
actually i don't see anything can be lost by trying to let him know that he is wrong. He can either see his error, or if he is really a paid hack then he realizes that this can be bad for his reputation and that of HBS. Ok not all of us should email him.. i guess only those who can present a clear argument that shows the flaws in his thinking..
we should all send mr. lerner some emails... accdg to him.. rambus only won cafc because it was determined that they couldn't make the standard use their patents.. what a laugh.. it's like he studied it upside down.. the infringers couldn't design around rambus you stupid moron!!!!! (sry can't help it)
http://www.people.hbs.edu/jlerner/
jlerner@hbs.edu
yup and guess what the only thing that gets the board's and investors' and management's attention... yup a falling stock price... i bet management is starting to feel the pressure coming from everywhere to either get the co. in shape or get out.
HELLO!!!!!!!
sorry the smiley ads are getting very annoying.. is there anyway to turn off the sound of these ads (without having to turn off the sound of my pc)? thanks...
docrew, what was doj link again? on the price fixing case? want to see more info on elpida doj deal.. thanks..
any info on elpida doj case? is this still about the dram price fixing? just saw it in the dj news wire.. $86 million..
"This is the part that worries me - when guys with deep pockets like Stuart and ownerofbusinees and the rest of us with medium or shallow pockets have exhausted our resources buying as many bus tickets as we can, who will take this stock to 40 and 50 and on up?"
In the same line of thinking you can say with all the shorts and all the fud from Greenberg etc., you can ask who then is supporting the price at around 35. there have been numerous times when there was a concerted amount of selling trying to take down the stock and it has bounced back (so far) through all of it. so who's buying?
"The officers are all in a 105b plan, with automatic sells set up months ago. Thats why you see the same amount each month. Most are identified as automatic sells."
Some of these guys haven't sold in months and are selling now so it can't be a fixed amount each month. It could be possible though that a plan calls for sells after a certain appreciation of the stock. i don't know i don't have enough info. Also where does it say that all of them belong to the selling plan? We know Danforth and Eulau I think definitely are but not sure about the others. Still like NukeJohn said if they know something bad and they sell (and they are not in a plan) then it is against the law.
question on insider sells
if they know the status of settlement discussions, then how can they sell? ie. if settlement talks have broken down, then it might be against the law to sell (inside info)..?? if settlement is near, why would they sell.. unless these are all 105b or whatever plans...?? maybe the plan states to sell after a certain appreciation in the stock?
thanks docrew! can't wait to read these docs.. hopefully rambus posts them soon.. would like to see the motion for transfer doc esp.
you can be almost certain that in the near future there will be some type of non volatile memory, be it flash or something else that will replace current mechanical hard drives. these nv memories will have lots of data, be extremely fast and cheap, but they will still need to communicate in a fast way to the rest of the pc.. this is where rambus high speed interface patents come in? you say what high speed interface patent? i say almost all rambus patents deal with high speed interfaces. that's what the company does..
there are probably some shorts in long's clothing trying to mess things up for longs.. ie. false rumors etc.
Re:
"Believe me I’ve looked into automating this and would if I could. Even with the manual effort involved I have no complaints, I find it well worth the effort. If you discover a better way let me know?"
Yup, I sure will.. if I discover another way.. It's the least I can do.. thanks again..
hi docrew0, is there a way to be automatically notified of docket changes, instead of having to continually check? does pacer offer any such service? that would surely be nice... thanks..
any way to get transcript of telephone conference? would love to know the reason for the continuance...
I really think that the Cell trio should woo Microsoft into creating a Windows version for the Cell. Bill Gates would also love this as it decreases the risk of some other OS becoming dominant on the Cell. Rambus would also love this since this speeds up Cell adoption by many fold...
comments on multiple form4 filings? some (like 5 or 6) insiders have started exercising options and selling shares.. danforth 10,000.. i think hughes exercised options but hasn't sold.. the rest of them exercised and sold i think.. just prudent portfolio management?