Replies to post #10394 on Rambus (RMBS)

[Skeptic]

Re Micron's interest--If they acquired IFX memory unit, would the Virginia settlement terms convey with it?

The answer, per the 10-k, is yes! This has been my concern for some time - however it was my bigger concern that Samsung would try to pull this. This is Micron's way of thumbing their nose at Rambus. So anyone out there trying to predict future revenue for Rambus needs to remove another 18% from the DRAM total market and instead substitute 6 million a quarter for two years. In other words, Micron will get out of the AT suit, get access to all Rambus IP, get out of reasonable royalties on (3.5% or greater) on DDR and its progeny all for the sweet sum of about 50 million.

This was a major mistake in the Rambus deal with Infineon.

The only silver lining is that maybe the FTC will go away - but at what cost???

[lolo]

What is %hurdle for FTC review of mergers?

At one time, I knew the percentages of market (before/after)share
that would trigger a review under Taft-Hartley or whatever it is called (SHerman blahblah? rodino?) The one that is ~antimonopolistic?

I know it sounds like a joke, and expect the outcome is predictable, but who would be the one to bring the challenge at FTC, and what is the marketshare threshold for them to take a look at the consolidation of two competitors?

Hoping some legal beagle will take the bait to humiliate my naivete.
I see that SMD is back in town, and with energy to engage with taxit.
LOLo