I think semi stocks are going to rally eventually and investors are betting big on Rambus. But my problem is their business model: licensing out their patents.
Ultimately, the manufacturer will not pay for the patents which they didn't with Rambus. On a macro level, that is what I fear with outsourcing so much of our work overseas.
You can enforce only so much and when you do it takes time to get a non binding ruling which can be appealed.
Rambus lawsuit was in 2000, it is now 2007. And even still it's not settled. Of course, in stock market logic it is, up 38% yesterday.
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