STRONG BUY OPINION ISSUED - 11-22-09
By RAMBUSINCE99 & Company
Rambus developed IP back in the mid 1990's which was wantonly copied/stolen by memory manufacturers and others. Though collusion/price fixing and other nefarious acts, the Memory Manufacturing Cartel was able to box Rambus' RDRAM out of the market, even though it had been annointed by Intel as the answer to the memory bottleneck.
Through legal maneuvering, the cartel has been able to delay the anti-trust price fixing trial. However, those delays appear to have come to an end and the trial will start in mid-January 2010, just 50 days from now. Rambus has already won a patent infringement case against Hynix by a jury vote of 37-0 in favor of Rambus. If Rambus wins the upcoming Price Fixing trial (the charges have already been admitted to in the criminal trial prosecuted by the DOJ), the claimed damages of $4B are automatically trebled to $12B - $13B.
Look for the Cartel to settle in order to reduce the damages, save face in front of their shareholders, and avoid class action lawsuits.
Don't believe any of the short bashing. Rambus is closer to pay dirt than it has ever been.