Mr. B

Is Rambus the Next 27 Bagger?

Once the market begins to find out how pervasive the use of Rambus technology is and the size of the TAM, the share price will never again see the mid-$17s.

Rambus has continued to innovate throughout ten years of litigation so the long-term future should be bright.

This is the best researched, well written, current article on Rambus.

carpe diem

Rambus: The Next Big Litigation Play

HerrKevin,

Did you read the article? If Rambus technology "sucks", why have all of the memory manufacturer's "stolen" it and incorporated the technology into every generation of memory products produced over the past 10 years?

Rambus finally has a chance to get paid.

This is a very good synopsis of reams of information. NJ, thanks very much.

Disclosure: Long RMBS for 10 years

carpediem0496

All Roads Lead to Rambus

The article highlights some key points.

While Rambus has been ripped of by the "corporate kleptomaniacs" and the closure of ten years of litigation should lead to billions of dollars in recoveries from what has been stolen, that is only part of the story.

Rambus has continued to innovate through all of this. XDR and MMI are examples of this.

Going forward, I expect Rambus to have a robust business as litigation concludes and as Rambus is recognized for its technological leadership. Rambus could easily have $1 billion plus in revenues in a very short time.

I am long Rambus.

Rambus Steams Ahead

Complex litigation can be difficult to follow and the vagaries of the court system add another element of risk.

Pruf does a good job of distilling the current situation into a concise, understandable article.

Only in America can the criminal conduct of the memory cartel be tolerated for so long. Judge Whyte is finally bringing the Hynix litigation to a close after 8 1/2 years. As Nuke John points out above, the Robinson ruling that initially appeared to favor Micron is looking tenuous at best.

Sunlight is shining on the collusion of the memory manufacturers that drove RDRAM from the marketplace in the anti-trust trial in Judge Kramer's court. Damages of $4 billion are subject to trebling under the Cartwright Act.

Rambus has not only defended itself through this coordinated, litigation to the death strategy pursued by the memory manufacturers, but has some how continued to innovate. XDR is another step forward for Rambus IP.

You may ask why is there so much litigation around Rambus? Simply put, the revolutionary memory technology found in Rambus IP was so superior that it has become unbiquitous. The list of infringing companies is very long. It is time for every company that infringes to settle and get back to the task of making great products.

2009: Rambus' Year to Shine

Blee,

I certainly recognize that there are two sides to every story. What I do not see in your comments are any facts that support your argument.

The ALJ for the FTC fully exonerated Rambus (and why the FTC attempted to over rule the ALJ remains unknown). The FTC has now lost despite great and wasteful expense of taxpayer resources.

A jury found for Rambus 37-0 in a patent infringement trail with Hynix. Rambus prevailed in all three phases. Hynix is facing the finalization of the judgment as I write and may have to post a bond as much as $500 million. Of course, all of the other memory manufacturers have infringed as well.

The AT trial that is beginning will expose how RDRAM was driven from the marketplace after collusion by the memory manufacturers who feared becoming fabs for Rambus and Intel. Already damning evidence is being made public in filed motions.

Rambus offered up its revolutionary technology for pennies relative to the benefits derived from its application - hardly a king's ransom.

I could go on. You can check out rambus.org if you are interested in doing due diligence. Primary documentation is posted there.

But it seems to me that you believe the benefits of Rambus IP should be distributed for your use for free (which is an unfortunate sign of our times - why work if someone else will carry the water for you).

Rambus IP is in PCs, TVs, cell phones, digital cameras and set top boxes among other things.

Rambus continues to innovate with XDR as an example.




On Mar 16 01:10 PM Blee wrote:

> I notice that everyone commenting so far seem to have Rambus stock,
> humm; isn't that interesting.
>
> No one involved in this mess is without sin, and Rambus set it's
> sights on big money a long time ago. Why would they destroy documents?
> Because it would hurt them, humm.
>
> Rambus sat on the committee to set standards for the industry and
> wow, they included their own patented device structure, imagine that.
>
>
> They remind me a little of Enron and their little debacle.. Rambus
> should certainly get something out of this mess, but; it could or
> maybe should be jail time or smaller patent fees.
>
> Ultimately it is us, the consumer who will pay for this mess.
>
> Blee

2009: Rambus' Year to Shine

Rambus is unique in two ways. It revolutionized memory technology and it pursued a genuine IP business model (no trolls here) that promised extraordinary returns on capital.

The problem was the memory manufacturers decided to steal the technology and pursue a litigate to the death strategy. The miscalculation was that Rambus would survive a ten year long assault. If ever there was a time to defend American IP, it is now.

It is difficult to follow a litigation story. It requires time and the vagaries of the judicial systems have been on full display with Rambus. For the most part, it has been a story of justice delayed is justice denied.

However, it seems as if the truth is finally unfolding. The article is a concise, accurate summary of the facts of the Rambus story.

I expect that Rambus shareholders will soon be rewarded. I hope so because I am long.