On Rambus

Here are some meaty tidbits about Rambus with respect to Micron and their AT (Anti-Trust) lawsuit.

"...investors are waiting to hear the verdict and damages in the case Rambus (Nasdaq:RMBS) has brought against Micron. Whatever the merits of the Rambus case, the reality is that other players (Samsung and Infineon) have chosen to settle with Rambus and there seems to be an expectation that Micron is going to be found liable at least to some extent. The question, then, is how much of the potentially $14 billion in damages that Rambus wants will the company actually get (and how will it be split with co-defendant Hynix)? As Micron has about $10 billion in shareholder equity, this isn't a small issue. 

The Bottom Line

Crippling Micron isn't going to get Rambus what it wants or needs (which is money), and neither will pushing the company into bankruptcy. Still, there is a real risk that Micron could be on the hook for quite a lot of money to be paid out over quite a long time. Micron will almost assuredly appeal an adverse verdict, but this is a large potential liability that is difficult for would-be investors to accurate discount and factor into their models." 

Read more: http://stocks.investopedia.com/stock-analysis/2011/Microns-Persistence-Of-Memory-MU-HPQ-DELL-SNDK-RIMM-NOK-RMBS1004.aspx?partner=YahooSA#ixzz1ZupTyAiY

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With all of the activity in the stock, here is a link to see up-to-the-second bid-asks (thanks to EssexElectric at InvestorVillage).

http://www.batstrading.com/book/RMBS/