Rambus (RMBS)

[Skeptic]

Will RMBS still be a functioning company after this all ends if it ends against them?

The answer is a resounding yes - will it be a good investment - not sure. But, at 6 bucks (if it goes there), all the downside has been taken out. RDRAM, XDR, and Raser are all un-encumbered by litigation - Rambus still has contractual agreements with Toshiba (for a year at least), Renasc (spelling?) and Elpida. And Infineon is throwing a few bucks their way as well. It also has agreements with Sony, IBM, Panasonic (Matsushita) sp?), and Texas Instruments (I think for DLP TVs).

I can say that you won't see 60 bucks in this decade or possibly the next if they don't win here.


SMD - I know Nic's raised the specter of the phillip's case - are you saying you expect Whyte to change his mind on the claims construction for "device"?