Rambus (RMBS)

[Skeptic]

From Nic on TMF

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).