ZEEV be careful with bu$$ today.......7:18AM RMBS: Rambus concerns highlighted in WSJ 34.07: The Wall Street Journal's "Ahead of the Tape" column highlights Rambus, as its shares have seen a 18% downfall and 35% popup in the last two days. According to the article, this was caused by an unfavorable patent ruling in Europe and a favorable ruling in its dispute with the Federal Trade Commission. However, as Tuesday was a quiet day for the stock, it was also a potentially eventful one for the company. Intel gave a paper at an advanced-circuit conference that day about a technology that could potentially do an end-run around Rambus's intellectual property for memory chips called DRAM. Intel has taken the technology to two major DRAM makers, Infineon and Samsung. "Whether or not [Rambus] achieved this toll booth lawfully or unlawfully, it's in the interest of semiconductor companies to 'architect' around this," says Precursor Group's David Lytel. The Intel technology wouldn't require big investment in new equipment. Intel could potentially launch something like this fairly quickly, in, say, a year, he guesses. According to the article, the real point here is not that this particular technology is the certain "death knell" for Rambus. Investors have now priced into Rambus's stock the certainty of an enduring future revenue stream that could easily go away more quickly than they realize.
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