Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I have seen nothing so far on the Markman decision and whether "bus" is a multiplexed bus" or any bus in the claim, I have a feeling that the reversal gets back to the original clams, and thus bus is any bu no just multiplexed, and then of course, the rise and fall of the clock pulse (for DDR ) clearly comes back under RMBS's IP. I presume these things will be clarified. Even if SDRAM does not come under the claims (I think it does), SDRAM is dying and is being replaced by DDR (and with this ruling maybe some of the advantages of RMBS will become once more more important and the industry will not make an effort to go around RDRAM as was the whole gambit of DDR). Of course, the legal maelstrom is probably not over, so the bu$$ might be quite volatile, I stay with my original target of $15 as initial fair valuation and possibly twice as much in the future.

Zeev