Rambus (RMBS)

[Skeptic]

Keep your eye on Pain and the RICO with Micron.

Didn't Jordan enjoin Micron from pursuing a RICO case in VA?

I happen to agree with you on the FTC - bunch of weasly bastards if you ask me. However, I disagree with most of the rest.

No analysts cover Rambus and Rambus was already lowered by BWS and raised by Hambrecht.

The difference between the Hynix infringement trial and the McGUire ID is that the verdict in the Hynix trial has little chance of being overturned unlike the politically charged FTC where those knuckleheads think they can do whatever they damn well please.

The Hynix case still has one more ember in the fire that could burn Rambus.

Given the overwhelming success that Rambus has had with Whyte in phase I and phase II and I have very little concern for the outcome of phase III.

The Alberta case even though it is now in Calif, should not be taken lightly

In front of Whyte, I think the Alberta case fails for a number of reasons - perhaps simply for statute of limitation reasons.

As far as Deja Vu - feels a little like the McGuire ID. The difference for me this time is that I'll be looking to buy if the stock keeps drifting south.

Payne is mostly out so you should be mostly in. I've done some number crunching on Rambus and that was before they mentioned the 1.3 trillion TAM and the 10 billion in AT damages - I think there is some upside. Patience is needed however.

Tomorrow, my third face of Eve will tell you something completely different.