Rambus (RMBS)

[Nicdagreek]

My estimate:
Win = +12
Loss = -15
Probability for win = 85%

Define "win":

>500M judgement?
DDR (DLL) infringement?
No claim lost to validity?
etc., etc.

I can see situations where the stock gains 12, but it would have to be something along the lines of the above. Conversely, what is a loss? If Rambus gets less than $100m? Or does not win on DLL?

I can see the stock getting a hit if the verdict is small (less than $50m), the royalty rate nominal, and no separate infringement win on DLL.

So I'm curious what parameters you are using to define victory/defeat.

Da Greek