$18.10 -0.25 (-1.36%)
11/20/2009 4:00 PM

Rambus, Inc. (RMBS)

CAPS Rating: 2 out of 5

The Company designs, develops and licenses chip interface technologies that are foundational to nearly all digital electronics products.

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Member Avatar LexTNZorro (74.71) Submitted: 11/8/2009 3:19:21 PM : Outperform Start Price: $16.75 RMBS Score: +6.69

http://seekingalpha.com/article/170458-3-holiday-stocking-stuffers-for-big-gains-in-2010?source=feed

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Member Avatar EclecticRecluse (75.31) Submitted: 9/28/2009 4:05:46 AM : Underperform Start Price: $16.63 RMBS Score: -4.47

Weak and Deteriorating Cashflow

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Member Avatar Shuangqlcs (< 20) Submitted: 9/14/2009 3:35:24 AM : Outperform Start Price: $18.00 RMBS Score: -5.29

Big lawsuit poised to win - hearing scheduled in Jan 2010

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Member Avatar nordicprince (< 20) Submitted: 9/8/2009 12:53:57 PM : Outperform Start Price: $17.65 RMBS Score: -4.48

Price Fixing and Joint Boycott Case (formerly k.a. the AT trial) coming in Jan 2010...$12Billion potential award with overwhelming evidence on their side...previously a >$100/share stock when in a similar position

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Member Avatar Cyph (63.22) Submitted: 8/22/2009 7:36:45 AM : Outperform Start Price: $18.35 RMBS Score: -7.71

Their new XDR2 far surpasses the next-generation GDDR5. They stand to make gross profits from licensing.

The multi-Billion Lawsuit that leans heavily in Rambus's favor is also a plus.

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Member Avatar jerrygb777 (80.72) Submitted: 8/20/2009 8:56:55 AM : Outperform Start Price: $18.97 RMBS Score: -14.43

Lawsuit coming to an end that will greatly benefit Rambus and should make the stock worth double the price

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Member Avatar nocemployee (96.46) Submitted: 8/14/2009 6:16:39 PM : Outperform Start Price: $17.48 RMBS Score: -7.69

Huge name in volatile memory.

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Member Avatar SlickPilot65 (65.90) Submitted: 6/25/2009 5:06:36 PM : Outperform Start Price: $15.21 RMBS Score: -0.82

Who knows! I bought it so it goes down

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Member Avatar TraderMRW (94.72) Submitted: 6/19/2009 12:09:09 PM : Outperform Start Price: $18.73 RMBS Score: -22.94

Speculation that court decisions will go in RMBS favor and they will collect increased royalties on future generations of memory.

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Member Avatar Alex1963 (97.84) Submitted: 6/16/2009 12:53:41 PM : Outperform Start Price: $18.57 RMBS Score: -22.81

I can't pitch this any better than this link

http://seekingalpha.com/article/143048-is-rambus-the-next-27-bagger?source=article_sb_popular

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Member Avatar bolson6184 (< 20) Submitted: 6/14/2009 1:35:40 PM : Outperform Start Price: $17.25 RMBS Score: -12.74

Court decision $$$$ 50 + by jan 10

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Member Avatar netteligent (70.93) Submitted: 4/16/2009 6:12:05 AM : Underperform Start Price: $10.12 RMBS Score: -50.18

Short. Short. Short.

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Member Avatar Donqi (98.90) Submitted: 2/5/2009 12:34:48 PM : Outperform Start Price: $20.61 RMBS Score: +9.69

My God, my God, why have you foresaken me?

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Member Avatar onepremise (50.55) Submitted: 10/17/2008 4:49:52 PM : Underperform Start Price: $8.94 RMBS Score: -84.83

Rambus, like PCI and PCI-SIG, is an IP holder/owner and apparently not a very good one. In many ways, their sole purpose is to enforce their standards and defend their patents. I would almost consider it more a law firm than a team of engineers. It's nice having standards and in some cases justified. However, sometimes those enforcing standards can become a little too greedy and abusive to manufacturers. I'm not sure I would necessarily call it patent trolling, but they are definitely claiming damages on DDR-SDRAM and related memory controller patents in a very aggressive manor. Companies are not going to want to work with them out of fear of being sued. I would be less excited about owning stock in Rambus. Here is a good even keel article regarding the case:

http://www.idahostatesman.com/103/story/281880.html

Granted, I'm no patent lawyer, so please take these references with a grain of salt. Keep in mind, Rambus doesn't even own the original patents for DRAM, SDRAM, or DDR:

DRAM - http://www.google.com/patents?id=XDwSAAAAEBAJ
SDRAM - http://www.google.com/patents?id=kR4GAAAAEBAJ
SDRAM - http://www.google.com/patents?id=rZolAAAAEBAJ
DDR - http://www.google.com/patents?id=j1YGAAAAEBAJ

They just own memory controller patents that interface with the RAM and this specific design of SDRAM known to some as 'Rambus' SDRAM:

http://www.google.com/patents?id=gocSAAAAEBAJ

MU wasn't the only target in this case. Rambus also sued Samsung, Infineon Technologies, Hynix, Nanya Technology, Inotera Memories, and recently NVidia. Even the FTC is in a legal battle with Rambus. MU will definitely have to pay the piper, but I suspect it will be no more than 200 million judging by previous outcomes with other companies.

No one company should be able to monopolize DRAM technology. Especially when they didn't invent the technology themselves. They are just standing on the shoulders of giants like the defendants. I suspect Rambus potentially shot themselves in the foot and the companies mentioned above are going to migrate to newer technologies, avoid working with them, and dissuade from using this 'Rambus' technology altogether.

I predict Rambus will have a short rally and then plummet in the long run. RDRAM was too expensive and didn't catch on. XDR is just a successor of it. GDDR has since replaced XDR in the market. XDR is only currently being used in the PS3 and we all know the PS3 got slaughtered by Nintendo and XBox. Qimonda, the manufacturer for the XDR for the PS3, just got bought by Micron! The company Rambus has repeatedly attacked! Hmm, I wonder what all the MU layoffs are really for? So who is sporting the Rambus trademark these days? Toshiba?

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Member Avatar cuin103 (< 20) Submitted: 8/25/2008 11:01:54 PM : Outperform Start Price: $16.50 RMBS Score: +20.83

Gaining a lot of traction

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Member Avatar Ainen (92.71) Submitted: 8/6/2008 4:23:00 AM : Outperform Start Price: $15.00 RMBS Score: +32.47

owns good patents

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Member Avatar stuatror (58.54) Submitted: 7/30/2008 11:31:44 AM : Outperform Start Price: $22.87 RMBS Score: -2.24

Basically a bet they will prevail with their litigation.

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Member Avatar RxBodie (27.40) Submitted: 7/28/2008 12:53:46 PM : Outperform Start Price: $15.94 RMBS Score: +22.67

Intellectual rights deserve to be paid for eventually

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Member Avatar chuckkos1960 (44.35) Submitted: 4/30/2008 7:10:56 AM : Outperform Start Price: $23.26 RMBS Score: -3.52

High risk, high reward proposition. I have bought and sold several times in the past 10 years. They are finally winning the legal battles they have been entrenched in for so long. Watch for breakout at any time.

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Member Avatar bennyabp (< 20) Submitted: 4/24/2008 8:34:19 AM : Outperform Start Price: $23.83 RMBS Score: -6.85

A Palo Alto based tech company who recently won a proprietary infringement case. This company has continuously climbed as one of the quiet leaders in the market.

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