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Thursday, March 02, 2006 8:39:29 AM
It seems to me that Rambus is not going to be able to recover on all of Hynix's production: just on the fraction which comes into the US, and of that, only the part that they can directly tie to Hynix. So I don't know what the projections look like, but I wish we had Cor around to give us firmer numbers to start with.
I think/hope Nic is not reading this correctly. My sense is that Whyte is restricting Teece from guestimating the amount of "indirect" sales Hynix does which is NOT the same as saying that only Hynix direct sales to the US are actually at stake here; that would be a major blow to Rambus and given Whyte's even-handedness thus far, I would find that surprising. I believe Hynix global DRAM sales figures are readily available so there shouldn't be too much controversy figuring out those numbers. But Nic is the expert here - I'm just a hack.
The biggest win on the motions is definitely the order keeping out the garbage from EVDA. If Micron is successful shipped to NDCA, then Sammie and Mickey are in the same boat as Hynie in that they can't complain about the "unfair" disparity between rates and can't present a jury with the Infineon rates. Big win.
Only 11 more days before the start - man I wish I had a ticket to the show. Hopefully the "free-press" will be there - TDOX is already working overtime - hopefully LOLo, CAL, Mutsgawa, and JMKEL will also be attending and yuk (can't remember the spelling).
Recent RMBS News
- Rambus推出DDR5客户端时钟驱动器,将业界领先的内存接口芯片产品扩展到高性能 PC领域 • Business Wire • 08/29/2024 01:00:00 AM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 07/31/2024 08:45:36 PM
- Rambus Reports Second Quarter 2024 Financial Results • Business Wire • 07/29/2024 08:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/29/2024 08:04:53 PM
- Rambus Expands Industry-Leading Memory Interface Chip Offering to High-Performance PCs with DDR5 Client Clock Driver • Business Wire • 07/29/2024 08:02:00 PM
- U.S. Index Futures Climb Pre-Market as Tech Earnings, Fed Meeting Loom • IH Market News • 07/29/2024 10:25:38 AM
- Rambus to Announce Second Quarter Fiscal Year 2024 Results • Business Wire • 07/08/2024 08:05:00 PM
- Rambus to Present at Upcoming Investor Conferences • Business Wire • 05/14/2024 10:27:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/08/2024 08:22:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/08/2024 08:14:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/07/2024 08:52:09 PM
- Rambus Reports First Quarter 2024 Financial Results • Business Wire • 04/29/2024 08:05:00 PM
- Rambus Expands Chipset for Advanced Data Center Memory Modules with DDR5 Server PMICs • Business Wire • 04/29/2024 08:02:00 PM
- U.S. Futures Rise in Pre-Market Trading Amid Key Federal Reserve Meeting and Earnings Week Ahead • IH Market News • 04/29/2024 11:12:54 AM
- Rambus to Announce First Quarter Fiscal Year 2024 Results • Business Wire • 04/08/2024 08:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/11/2024 08:05:25 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/08/2024 09:10:53 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/08/2024 09:05:56 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/08/2024 09:02:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 06:36:31 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/07/2024 09:06:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 06:26:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2024 09:34:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2024 05:48:21 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 11:21:07 PM
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