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 Technology Stocks | Rambus (RMBS) - Eagle or Penguin


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To: im a survivor who wrote (93456)11/17/2011 11:36:43 AM
From: Don Green
   of 93597
 
Greetings KG4

Pretty quiet here, but not surprised. hdl was one of the few honest posters . Awaiting his thoughts

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To: hdl who wrote (93402)11/17/2011 11:42:12 AM
From: im a survivor
   of 93597
 
Arent you an Attorney? Plus, you have info as to what is happening at the trial? How do you have info that others do not have?....You said RMBS will get a huge verdict....in another post you said they would get more from the verdict then it's entire Market Cap.....Yep, that would have been a huge verdict but as we now see, you never knew what was going on at the trial, your Attorney Skills appear to be lacking, and you may end up correct about the verdict being equal to RMBS market cap......They got $0.00, so if RMBS ends up dead and at $0.00, which is likely, imo, you can actually say you were correct about one thing.....LOL......................................RMBS HAS NOTHING NOW...Never really did, imo, but now the courts sealed the deal ensuring they never will have anything as well......Courts basically told us what we already knew....RMBS had a flawed business plan destined for failure.....They should have tried to actually work to make money.......This had failure written all over it long ago.......

<<
From: hdl 8/30/2011 5:11:54 AM To: Jeffry K. Smith who wrote (93401) of 93456 i have info re what is happening at the trial.

liability is clear. question is the damages. mu and hynix are arguing rdram would have failed even if they hadn't price fixed to kill it. bloomberg cites testimony of two low level intc employees, not that of high level employee and slides and letters of heads of intc and intc policy. intc switched to ddr from rdram because mu, hynix and others would not support rdram. they didn't want to pay rmbs royalties. they couldn't compete with samsung re rdram.

the trial will be over in one month. there will be a huge verdict for rmbs.

rmbs and mu trade as if the AT litigation didn't exist. they go up and down with semi sector. mu and rmbs were up yesterday. they are down since start of the trial.>>

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To: Don Green who wrote (93457)11/17/2011 11:47:16 AM
From: im a survivor
   of 93597
 
Good to hear from you. He may have been honest (may not, I really have no idea) but he sure got this one as wrong as it could be......I actually feel sorry for him and others that lost a fortune on this........

<<Greetings KG4

Pretty quiet here, but not surprised. hdl was one of the few honest posters . Awaiting his thoughts>>

Do we really want to hear them? Somehow, he'll find a way to make this out to be a good thing....lol....

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To: im a survivor who wrote (93459)11/17/2011 11:53:30 AM
From: Don Green
   of 93597
 
I don't feel any pity, there was so many warnings signs on how the market and the legal system were reacting.

Yearly dramatic reactions to any news event pro or con. The fact that most of Wall Street stayed away.

Everyone from 1998 forward could have easily had a nice profit. But the cult mentality and greed took them down.

It ended up being a lottery ticket.

no pity!

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To: Don Green who wrote (93460)11/17/2011 1:39:47 PM
From: im a survivor
   of 93597
 
I agree....but still feel sorry for everybody even though the writing was on the walls......It sure wasn't a winning lottery ticket....it was more like the super powerball with only a 1 in 2 billion chance of winning....I assume most were not aware of these odds or they would not have invested so much money.........I assume some were aware of the odds and only invested what they could afford to lose....but the cult mentality you talk about had people wearing blindfolds and many invested their entire future in this long shot lottery ticket.......Not a good idea obviously...lol....

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To: im a survivor who wrote (93458)11/17/2011 3:34:07 PM
From: hdl
   of 93597
 
i am shocked and disappointed in the jury verdict. i expected a big verdict for rmbs. jury deliberated for 2 months. i can not see what they were doing for two months if they didn't find mu and hynix guilty.

the judge did not let some evidence in - some guilty pleas, fact officers of defendants went to jail, returned to defendants and were paid well. judge made some rulings against rmbs which were wrong.

there is some hope for rmbs on post trial motions and appeal.

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To: im a survivor who wrote (93456)11/17/2011 3:48:02 PM
From: hdl
   of 93597
 
i started with rmbs long ago - but after it had dropped a lot. i am a buy and holder. but, each time i accumulated cheap and when it went up i had way too much and sold some. i was up a lot on my closed transactions. so, with rmbs at $18, i had a lot and was up a lot on my open transactions. i was also up a lot on my calls. luckily i sold a large chunk at over $18 recently. but, i lost a fortune yesterday. i was in rmbs because of my hopes for it in its litigation. lately that has been primarily - the AT case.

i said it was last time to buy rmbs cheap - as AT verdict was near. i expected rmbs pps to soar after a big AT verdict. bears said it wouldn't that mu and hynix would appeal. now, rmbs will be the appellant.

despite selling 1/3 of my position and the other 2/3 dropping more than 50% and my calls going to 20 cents from $4.50, rmbs is still my biggest position - although just barely. i probably lost yesterday (on paper) more than i made on paper and in closed transactions from the beginning. i doubt my calls will come back. if the verdict stands, the stock's coming back to $18 is a long shot or will take years. the hope of $100/share is gone - barring a reversal of the AT verdict - and a reversal of fortune which will take years. rmbs has licensed very cheaply most of the market. so, it can not get from infringement trials what it could from the AT trial.

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To: Don Green who wrote (93453)11/17/2011 3:48:52 PM
From: hdl
   of 93597
 
The AT verdict is a shock, a disappointment, a disaster.

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From: Don Green11/17/2011 3:50:18 PM
   of 93597
 
Rambus Shares Jumped: What You Need to Know

Anders Bylund
November 17, 2011



Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of memory technologist Rambus (Nasdaq: RMBS ) jumped as much as 20.2% in very heavy morning action, reversing some of Wednesday's 60% plunge.

So what: Rambus lost a very important round in legal battles with Micron Technology (Nasdaq: MU ) yesterday, and the stock was totally smashed as a result. This move continues the modest bounce that Rambus performed last night -- the sellers got a bit ahead of themselves in the heat of the action.

Now what: Call it "oversold" or "dead cat bounce" -- the effect is the same. For what it's worth, today's climb flies in the face of a downgrade to "hold" at JPMorgan. If Rambus files for an appeal and the stock takes off again, that ratings change won't look all that smart.

That said, Rambus lives and dies by court decisions, so the stock may have lost most of its substance yesterday. Stay tuned to see how management handles this situation -- in particular, heavy insider selling and staffing changes would be signs that the company has given up, while the reverse would signal another dance at a higher-level court.

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To: hdl who wrote (93464)11/17/2011 3:51:37 PM
From: Don Green
1 Recommendation   of 93597
 
Shock?

Rambus was looked at by most as the ultimate patent troll, not a victim, it seemed obvious for years.

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