Replies to post #4926 on Rambus (RMBS)

[Skeptic]

You believe there'll be a 400% increase in earnings in 18 months?

The only way this will happen is if there is a settlement. Litigation costs aren't going down anytime soon. Samsung revenues are gone. It would be great to have a court of law tell Hynix, Micron, and Samsung that they owe Rambus back royalties but it will be even more important for Rambus to sign these guys on for future royalties. Cash is valued at cost whereas earnings are attributed a multiple.

[cordob]

It's hard to believe cor would be hyping RMBS. Ha. We've come full circle.

I am not. We don't even have a BUY rec on Rambus right now.

Subscribers have the benefit of the full argument, the pros and cons, the upsides and the downsides, the risks...
(and not only about Rambus)

I am not going to get drawn out here paragraph by paragraph on the 20 pages we have already written about Rambus.

Have a nice weekend;-)

Cheers
Cor