Replies to post #10423 on Rambus (RMBS)

[Skeptic]

This is the exact language from the 10-k

An acquisition of all of Infineon’s DRAM operations could make it more difficult for us to obtain royalty rates we believe are
appropriate and could reduce the number of companies in our antitrust litigation
Our license with Infineon, which was part of our settlement, provides for the extension of certain benefits under that license to a
successor in interest that, under certain conditions, acquires all of Infineon‘s DRAM operations. If such an acquisition were to occur, such
successor would be entitled to the extension of such
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benefits, including the ability to pay a royalty calculated by multiplying the Infineon rate by the percentage increase in DRAM volume
represented by the successor company’s combined operations. Such an extension of benefits could also make it more difficult for us to obtain
the royalty rates we believe are appropriate from the market as a whole. Such an extension of benefits would, in addition, also operate to extend
a release of claims to such successor, thus reducing the number of companies to which we believe we are entitled to look for compensation for
the antitrust injury alleged by us in our pending San Francisco antitrust action.

Rambusmaximus - this seems pretty cut and dry to me and does NOT support your assertion. You response to Multi sounds like HOPE (hype, optimism, pollyana ism, exuberance) to me.

[multicollinearity]

Rambusmaximus: "f IFX sells or is acquired, the settlement deal on royalty rates, patents and rights only applies to a portion of the production of the combined successor organization;"

This view has been expressed by several on different boards, but how can we be certain that it is factual since the details of the Infineon/Rambus agreement have never been made public?

Multico