Originally posted by: Azurik
Originally posted by: JS80
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.