InvestorsHub Logo
Post# of 17023
Next 10
Followers 4
Posts 557
Boards Moderated 0
Alias Born 11/13/2003

Re: lizvestor post# 10394

Thursday, 04/27/2006 1:44:51 PM

Thursday, April 27, 2006 1:44:51 PM

Post# of 17023
Re Micron's interest--If they acquired IFX memory unit, would the Virginia settlement terms convey with it?

The answer, per the 10-k, is yes! This has been my concern for some time - however it was my bigger concern that Samsung would try to pull this. This is Micron's way of thumbing their nose at Rambus. So anyone out there trying to predict future revenue for Rambus needs to remove another 18% from the DRAM total market and instead substitute 6 million a quarter for two years. In other words, Micron will get out of the AT suit, get access to all Rambus IP, get out of reasonable royalties on (3.5% or greater) on DDR and its progeny all for the sweet sum of about 50 million.

This was a major mistake in the Rambus deal with Infineon.

The only silver lining is that maybe the FTC will go away - but at what cost???



Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent RMBS News