Rambus (RMBS)

[Skeptic]

Absent a licensing deal, in which one or more major players (sorry, theminor fabless guys do not count) voluntarily agree to pay big bucks per unit sold, I see no suport here. The CAFC is also a well known wildcard; reversal rates are 50%. The big houses know that even with a big win at the trial court level, Rambus is still facing an indefinite future if it continues the litigation route. And resolution is years away...

So I see no reason why single digits are not coming, particularly given the lack of significant commercial success of the other products, and the apparent lack of support in the 5 - 10 range.

Da Greek


The above post from Da Greek on TMF has garnered 8 recs already. Since when does a statement of the obvious merit the recommendation button.

Let me summarize Nic's brilliant analysis - absent positive developments, Rambus could likely trend lower.