Originally posted by: Azurik
Originally posted by: JS80
Originally posted by: Azurik
Originally posted by: JS80
Originally posted by: Azurik
Originally posted by: Slew Foot
rmbs doesnt have a whole lot of action in the near term, September when the trail starts, November when its done, then dec/jan for a ruling. tsra has people signing contracts now.
Exactly, BUT, if you believe in technicals absent news, RMBS almost has as great a technical picture as TSRA. If the market is willing to participate, RMBS will march to $19 before any of the trials start.
This is my hope, hence the july 15s.
Az, which RMBS leaps are you holding?
13,000 shares, 100 contracts of Jan 2010 $30's, 50 contracts of the Jan 2010 $25's
If they win, what do you expect the win value to be?
Which potential win? The AT suit? That has damages of up to $11 billion dollars. RMBS entire market cap is just barely over $1 billion. If they win that trial outright... then over $100+. This is an important suit. Put it in this way, if John Danforth never filed this suit for Rambus back in 2004, I wouldn't be an investor right now. This puts settlement pressure on all the companies or risk liabilities of enormous proportions. Realistically, I see some of the MM's settlings and some going through the courts... so I'll peg it around $60.
This is all based on certain scenarios happening. Of course, if they win that and get every MM to sign up, Rambus' potential value is $274. I don't see it going up that high, but valuations would have supported that price (I still remember, Lothar)
Now it's up to the courts to do the right thing. If Intel was successful in adopting Rambus back in 1996 (back when Rambus was only in the Nintendo 64), I don't want to even hazard a guess of where it would be now rather than the image the company has in Silicon Valley.
That's another topic though. G'night folks.