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Replies to #3959 on Rambus (RMBS)
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Skeptic

01/27/05 8:53 PM

#3960 RE: cordob #3959

XDR™ Memory
Elpida Memory, Inc.
Samsung Electronics Co., Ltd.
Toshiba Corporation



Seems pretty clear cut to me.

I can't imagine them wanting the money for anything but an acquisition. $250 million is more than enough to get them through the legal dramas even assuming cash flow from operations dried up. Their run rate as it is now is about 30 million a year - they have enough for 8 years.

They will announce an acquisition with a month is my guess. We'll see.