Rambus (RMBS)

[Nicdagreek]

Perhaps NicdaGreek or one of the other board lawyers will post an educated opinion if this is good or bad news for Rambus, but expect the market won't like this news, regardless. God help Rambus if Sharon Prost is on the assigned panel.

It really is a mixed bag, so its hard to say whether it will turn out well or not. On the one hand Rambus gets to appeal the merits of Payne's decision (both IFX and Samsung really) so that gives them the shot they need to get out of this mess in VA. On the other hand you would prefer to have the Hynix case also of record since Payne's is so ugly and will likely contaminate the reviewing panel. So the current set of facts and findings is not exactly in Rambus' favor at this stage.

To be honest I can't predict how the rest of the world is going to perceive this at this point. The only real visibility will come when we see what Rambus appeals, and what their papers look like. When we see that we'll be able to make a better judgement. I strongly suspect Whyte will certify the phase I aspects, probably with Rambus' blessings, to get these appeals consolidated.

Da Greek