"The CAFC has already ruled that RAMBUS did it disclosure duty under JEDEC rules. ... The FTC can invoke antitrust over patents if and only if Rambus obtained the patents by fraud or if they filed a "frivolous" infringement suit."
well, i'm not a lawyer, nor do i play one on tv. and surely i trust lawyers to live down to their reputations; so i'm sure anything could happen here. nevertheless, i'll just add this: ftc can and has invoked antitrust in many situations involving disclosure and the standards settings process. after all, the whole process of setting industry standards already has antitrust written all over it; so the whole process has always had great ftc scrutiny. the fraud charge here was a new twist; i don't see why you're saying its an "if then".
otherwise, your arguments seem to favor an investment in rmbs. though for me: well, this is a traders' board and i wouldn't compete with traders on an investment. but then, i probably wouldn't invest in a company that's suing most of its customers either ...