JMONTIM - nice to see you hear - it seems that the best elements of Yahoo are relocating over here - (msaba, mtsugawa, and next999next of the names I recognize). I've always appreciated your posts on Yahoo so it's nice to see you here. I gave up months ago trying to wade through the muck over there. I would like to make a request of Threejack/docrew0 now - should the Frog ever show up here, please censor him - TIA!
The stock's been weak all day and now looks like it will close positive. I must admit that if did not know the story (like Cramer) and looked at it purely on valuation, I would say that Rambus is overvalued. But ironically, Cramer likes to hump CRM and GOOG who's valuations seem even more outrageous. The guy is an entertainer - not a stock picker.
I picked up some more shares today which is very atypical for me - to buy a stock after it's already had a huge run. I'm close to giddy on Rambus' prospects however I would note the following potential pitfalls:
Payne does what most probably expect - he issues some sort of written ruling on spoliation in direct conflict with Whyte's forcing Rambus to the CAFC and more importantly, forcing more DELAY and UNCERTAINTY - two of the Street's worst fears.
It may turn out the Alberta suit actually has merit and, if nothing else, it muddies the waters and steels Samsung's resolve. More Delay.
Hynix finds some piece of Whyte's ruling on which to file for an interoculary appeal from the CAFC - more delay.
I don't believe any of the above or any other potential scenario will stop Rambus now, but I'd much rather see global settlements in 2006 than in 2009. Once we get this DRAM crap settled, we can go after graphics companies and controller companies and PCI companies and then maybe it's the Flash companies.
We shall see.
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