Replies to post #69809 on Zeev's Turnips Patch-No Politics (ZEEV)

[Bearmove]

Here is the whole thing....


Micron also declined comment on the court decision. "We're still digesting the information," said spokesman Sean Mahoney. Referring to the company's suit with Rambus, Mahoney said: "We believe we have a strong case."
However, Wall Street was convinced. Analysts such as Erach Desai of American Technology Research rushed to upgrade their ratings on Rambus stock. Rambus could collect royalties on the DRAM memory market, a $20 billion business in 2002, Desai wrote in a mid-day research note.
When the patent infringement case is heard "Rambus is gong to win," said B. Riley's Crawford.
Pacific American Securities' Cohen described the ramifications of a victory as substantial. Rambus could claim up to 3% of the price of memory chips used in devices such as personal computers, network servers, Internet routers and high-definition televisions. That would include popular types of memory such as DDR, or double data rate, and SDRAM, synchronous dynamic randon access, memory.
The impact of today's ruling on the FTC's antitrust case against Rambus was less clear. Speculation grew on Wall Street that the FTC would drop its action.
But FTC spokeswoman Claudia Bourne Farrell suggested the agency's suit was a separate issue. The FTC is suing Rambus for violations of antitrust law, not for fraud, she said.
The FTC "will want to study this opinion closely, said Rambus' Tate.
The FTC has asked a federal court to proceed immediately to the punishment phase of its lawsuit and has accused Rambus of destroying documents.
By Mark Boslet, Dow Jones Newswires, 650-496-1366
[e-mail]
By Paula Stepankowsky, Dow Joens Newswires, 360-636-2008; [e-mail]

(END) Dow Jones Newswires
01-29-03 1708ET

[Zeev Hed]

Nothing, read my last post.

Zeev