Rambus (RMBS)

[calbiker]

Re. This is disturbing.

No it's not. I thought it was pretty good. No hype, but telling it like it is. A share holder can't ask for more than an honest assessment.

A few more Hughes remarks:

"I've tried to maintain contact certainly with Hynix for quite some time by virtue of the amount of money involved and we were very confident that we owned the technology represented by the patents. But so far, there has not been sufficient consequence to losing trials.

The DRAM (dynamic random access memory) industry works fairly closely together in their legal representations and there is the theory that we would have to sweep the table across all competitors before we actually get to the point of forcing settlements.

But we have to go through the courts, and that's how this started several years ago for better or worse, and there's no obvious way that we would extract ourselves from it.

Who wants to pay a large amount of money? It's a $30 billion business. At 2 to 3 percent, you're starting to talk about very large amounts of money. The cost to defend against a lawsuit is a fraction of that. It compounds for us because we're litigating against three of them (Samsung Electronics, Nanya Technology and Micron Technology), so it's not an irrational process."
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He's stating what Rambus is up against. Nothing wrong with that. And ... he wants business deals. That's what we all want. We don't want litigation but deals that lead to revenue flow. The sooner, the better.