Speaking of which, look at all the recs for stk_hawk's CAS latency post. It's wrong. Doesn't anybody do their own thinking there?
There might be two or three guys (yourself included) that understand the technology/patents well enough to rebut Stk's analysis. Most of the people that follow Rambus and post on message boards are dummies like me who aren't electrical engineers and aren't patent lawyers. Given that this is what Rambus is all about - litigation and cutting-edge technology - it's kinda ironic. I sit there and read these debates and these posts and counterposts and I find myself feeling wishy-washy. Nic will post something that sounds convincing and I'll think he has the right of it and then I'll read a post by Stk or Cal and think they are right.
Warren Buffett wouldn't approve of me holding this stock given I have no special experience in law or tech so I continue to question my sanity in investing here. I do know why I'm here however - and it's greed - pure and simple. Even a dummy like me can do the math on 3.5% royalties on a 25 billion market (I am unequivocally NOT saying I believe this is the type of revenue Rambus can achieve but even half that will be a decent haul).
I'm still trying to figure out what's protected and what's not in the AT case. Shit, I'm still trying to decipher some of LOLo's posts. But, from a big picture point of view, I see this stock going higher because I see Rambus winning the infringement trial and not losing validity or enforcability in phase III. I see settlements at some point (look at RIMM) and I see the euphoria bringing in some buyers (probably the momo guys who will sell a week later). And my final prediction, which you can take to the bank, is that some of the prognosticators will be right and some will be wrong.
