Don-n-ABQ

Marvell Will Continue to Rise, With or Without Samsung

I am having a very hard time trying to understand why Samsung would want to buy Rambus? I can't seem to wrap my head around this idea.

The only thing that makes sense to me is: somebody was sitting on a big inventory of RMBS (like PRIMECAP Management) and wanted to move some of it.

This makes more sense to me:

ARM Holdings plc (ADR) (NASDAQ:ARMH)

ARMH and RMBS walking down the isle I can get my head around.

Two CDIP shops in two different areas that complement each other and cut their back-offices needs in half.

That I can wrap my little mind around...