Rambus (RMBS)

[Skeptic]

Are you saying my gut is wrong?

Give me a plausible alternative scenario? Samsung is buying Intel or IBM is buying Rambus or Samsung is buying Rambus? I don't believe for a second that someone is buying Rambus and definitely not Intel - they've already got access to all the patents for free for life. My guess is that IBM was smart enough to incorporate the possibility that Rambus gets acquired and asked that certain legal language be put in there saying that if Rambus is acquired, IBM still gets access to the patents it needs. And if Samsung buys Rambus to compete with Intel, Intel still has access to the patents.

Doesn't sound like Payne is punting based on recent "covenants not to sue" filings.

Do you think the FTC is going to let Rambus off the hook?

So what is it?

Micron has been awful quiet lately...