Wednesday, August 10, 2005 9:12:40 AM
http://investor.rambus.com/downloads/2005-08-08%20Samsung%20EDVA%20Motion%20Seeking%20Partial%20Summ...
On the legal front, Payne is the scariest thing I see in the near term. I imagine he is sick to death of seeing Rambus lawyers in his courtroom, but at the same time, he wants to see the Rambus snake killed. I'm giving odds of 60/40 that Payne opts NOT to transfer this case.
What Payne does here will determine how big of an event or non-event the October trial/hearings on spoliation in Whyte's courtroom will be. One of my personalities (the cynical one which dominates all other personalities with regard to Rambus) can easily see a series of events which includes the FTC overturning McGuire, Whyte being nominated and transferred to an appellate court before October, Payne keeping the case in VA and granting Samsung's request for summary judgment and Hitachi and Toshiba deciding to try their chances in court instead of renewing leaving Rambus with no revenue, protracted legal battles and bills, and letting IFX off the hook for the additional 100 mill (or whatever that figure was).
The other personality (the silver lining one which only occasionally butts his head in) can see Hitachi and Toshiba renewing ala Elpida (fixed payments) because they are honorable Japanese firms - it can see the FTC bowing out gracefully with a slap on the wrist to Rambus (i.e. defining RAND - which Rambus would/could appeal), Payne having his fill of Rambus and letting Whyte do his thing, a ruling of no spoliation in October and Hynix deciding to settle shortly thereafter. Then, the house of cards comes crashing down and the infringers start throwing money at Rambus begging for only a 5% royalty rate.
Both personalities agree that greedy mgmt will continue to dilute my and Mr. Stuart's ownership and squander our hard-earned money (mine is hard-earned at least).
One other note - Treowth makes an interesting attempt to forecast revenue scenarios over the next few quarters.
Here's the link...
http://treowth.blogspot.com/
Ok - back to working for that hard-earned money so Tate can go on another shopping spree.
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