I don't think the price was baked in since the stock market never expected Rambus to have the ability to sogn an LED license at all especially coming from a company big like GE. GE is monster in the lighting business. This to me is really big news. I don't know about the rest of you but GE is like CSCO in internet, or Intel in computers. GE is giant in lighting. Oh buy! I think this is just caught me off guard.