Rambus (RMBS)

[Skeptic]

Best of luck Cal! Like TJ said, take care of yourself and don't think twice about the trial or anything else until that rhythm is normal - not going to do anyone any good if they have to get the paddles out in the middle of the trial.

This is from Elixe on TMF...

Listened to the Rambus CC with Morgan Stanley.

What I thought were some notable comments. Paraphrasing:

Thinks Hynix trial should be complete in three - four weeks.

PCIE is an industry standard. Patent contribution not that significant. Not a focus of the company.

Samsung and Elpida are suppliers of XDR. (Seems to confirm my belief that Toshiba has dropped XDR from their portfolio). Working well with Elpida, Samsung relation seems to be strained. Only natural.

Doesn't have other consumer customers for XDR yet.

Would like to do business with nVidia and/or ATI. Thinks XDR2 would be attractive to them.

As for the PC, neither Intel or AMD would consider XDR until it was in high volume production, (commodity product volumes).

Mentioned the old TAM number of $250 Billion.

Intel $10 million/quarter is going away. No talk of renewal.

JMOs, though

Emphasis added! I'm starting to lean toward the blustering fool assessment of Hughes.