Originally posted by: GTKeeper
Originally posted by: Azurik
Originally posted by: Slew Foot
Originally posted by: Azurik
I'm just riding this renewed DNDN wave. I got back in at $17.43 after my other shares were taking away and my initial buy back was stopped out. Going to ride it through FDA approval and product launch. The majority of the purchase was made with profit from DNDN's massive run-up from $4.25 anyway.
FDA approval and launch is more than a year away, the presentation next week might provide a nice little bump. I think RMBS has more near term upside as a speculative play.
This is a long-term play for me now Slew Foot. I think the FDA will approve by this summer and product launch will be early 2010.
Near-term, I agree with you on RMBS. I haven't forgotten or sold any shares - just waiting like everyone else. I may buy May call options with a $13 strike. Between Judge Whyte deciding part of the Samsung trial in April and his decision on Hynix's bond payment on May 8th, I think we have the catalyst to jump to another trading range.
Is RMBS allowed to adjust their earnings for Q1 as if they were receiving royalties from Hynix? I am not 100% sure I know how that works.
Originally posted by: LegendKiller
Originally posted by: JS80
lol what a rigged ass market
Why?
Originally posted by: maddogchen
Intel down 49% afterhours to 7.91????
WTF???
EU moves close to anti-trust fine against Intel?
Originally posted by: LordSnailz
Originally posted by: maddogchen
Intel down 49% afterhours to 7.91????
WTF???
EU moves close to anti-trust fine against Intel?
looks like it might a glitch ...
http://forums.anandtech.com/me...id=38&threadid=2297086
Originally posted by: Azurik
RMBS won't readjust Q1 earnings for Hynix because the payment method hasn't been decided yet (to be decided May 8th). If Judge Whyte forces Hynix to pay Rambus directly, then yes, RMBS will readjust their earnings going forward (Q2 onwards?). If he directs Hynix to deposit the money in an escrow account until appeals have been exhausted, then the law gets a little murky. There are examples to support readjusting earnings for escrow accounts, but I am not sure how RMBS will report this.
I have a feeling they are going to surprise on the positive side this quarter - not so much on the earnings front, but I think their expenses are going to drop. With the consolidated DDR2 case on hold, the legal expenses should drop significantly before the AT trial goes underway.
Originally posted by: zimu
was there some announcement from rmbs in the past 15 mins? stock just shot up 20%...
Originally posted by: richardycc
anyone gonna do some swine flu play? I have one stock in mind, I will post once I am in position. and no it's not nvax.
Originally posted by: JS80
Originally posted by: richardycc
anyone gonna do some swine flu play? I have one stock in mind, I will post once I am in position. and no it's not nvax.
well? what was it?
Originally posted by: Lothar
Originally posted by: JS80
Originally posted by: richardycc
anyone gonna do some swine flu play? I have one stock in mind, I will post once I am in position. and no it's not nvax.
well? what was it?
Either Tamiflu or Relenza? *scratches head*
Originally posted by: Crusty
Originally posted by: Lothar
Originally posted by: JS80
Originally posted by: richardycc
anyone gonna do some swine flu play? I have one stock in mind, I will post once I am in position. and no it's not nvax.
well? what was it?
Either Tamiflu or Relenza? *scratches head*
Maybe he shorted the Mexico Fund
Originally posted by: JS80
Originally posted by: zimu
was there some announcement from rmbs in the past 15 mins? stock just shot up 20%...
Briefing.com 13:36 RMBS Rambus: Follow up (11.55 +1.61) -Update-
RMBS is trading up ~16% in the past 20 minutes on surge in volume. While there is no company specific news coming across the wire services, about 45 minutes ago Bloomberg reported that RMBS is seeking a settlement with European Union regulators over accusations that it sought "unreasonable royalties" for some products, three people with direct knowledge of the case said. The talks are at an early stage and it's not clear whether a settlement will be reach, said the people.
Originally posted by: Lothar
Originally posted by: Crusty
Originally posted by: Lothar
Originally posted by: JS80
Originally posted by: richardycc
anyone gonna do some swine flu play? I have one stock in mind, I will post once I am in position. and no it's not nvax.
well? what was it?
Either Tamiflu or Relenza? *scratches head*
Maybe he shorted the Mexico Fund
EWW?
Originally posted by: Azurik
Originally posted by: JS80
Originally posted by: zimu
was there some announcement from rmbs in the past 15 mins? stock just shot up 20%...
Briefing.com 13:36 RMBS Rambus: Follow up (11.55 +1.61) -Update-
RMBS is trading up ~16% in the past 20 minutes on surge in volume. While there is no company specific news coming across the wire services, about 45 minutes ago Bloomberg reported that RMBS is seeking a settlement with European Union regulators over accusations that it sought "unreasonable royalties" for some products, three people with direct knowledge of the case said. The talks are at an early stage and it's not clear whether a settlement will be reach, said the people.
The jump didn't have to do with the European Union, although that is positive news, not entirely surprising since Rambus kicked the FTC's butt all the way to the Supreme Court. How is the EU going to argue differently?
The news is from Kramer's court. Court is still in session. He is basically disregarding Judge Robinson's ruling that Rambus spoilated and allow both sides to introduce arguments. Or, in laymen's terms, he's allowing Rambus to proceed with its $4.3 billion antitrust case against the manufacturers.
On a technical basis, if Rambus can hold this level, this will take out all that resistance we've built up along with jumping off the one-month long base we've formed in the $10 area. Hopefully, we can reach $16-$18 in a couple weeks. You have to remember, Judge Whyte's partial ruling on the Rambus vs Samsung case is due out at any moment.
Originally posted by: Azurik
Originally posted by: JS80
Originally posted by: zimu
was there some announcement from rmbs in the past 15 mins? stock just shot up 20%...
Briefing.com 13:36 RMBS Rambus: Follow up (11.55 +1.61) -Update-
RMBS is trading up ~16% in the past 20 minutes on surge in volume. While there is no company specific news coming across the wire services, about 45 minutes ago Bloomberg reported that RMBS is seeking a settlement with European Union regulators over accusations that it sought "unreasonable royalties" for some products, three people with direct knowledge of the case said. The talks are at an early stage and it's not clear whether a settlement will be reach, said the people.
The jump didn't have to do with the European Union, although that is positive news, not entirely surprising since Rambus kicked the FTC's butt all the way to the Supreme Court. How is the EU going to argue differently?
The news is from Kramer's court. Court is still in session. He is basically disregarding Judge Robinson's ruling that Rambus spoilated and allow both sides to introduce arguments. Or, in laymen's terms, he's allowing Rambus to proceed with its $4.3 billion antitrust case against the manufacturers.
On a technical basis, if Rambus can hold this level, this will take out all that resistance we've built up along with jumping off the one-month long base we've formed in the $10 area. Hopefully, we can reach $16-$18 in a couple weeks. You have to remember, Judge Whyte's partial ruling on the Rambus vs Samsung case is due out at any moment.
The DE ruling will not be allowed as evidence in judge Kramers AT case and spoilation will be heard from both sides. This is spectacular news for RMBS. In other words the fall from$18 to $8 on her ruling has been completely thrown out and this decision means Judge Kramer is NOT Judge Whyte and Samsung, Hynix, and Micron's egg has been cooked!! RMBS will head back to pre-Robinson ruling of $18 in the short term!