3SOF

Reuters
Rambus shares surge as Hynix motion fails
Thursday January 5, 8:22 am ET


NEW YORK (Reuters) - Rambus Inc. (NasdaqNM:RMBS - News) shares jumped 11 percent in premarket trading after it said a judge dismissed a motion by chipmaker Hynix Semiconductor Inc. (KSE:000660.KS - News) to throw out its lawsuit.
   

The maker of computer memory technology has sought royalties from chipmakers on intellectual property that it says is used in standard computer chips, known as DRAM.

The trial has been set for March 6, 2006.

Rambus said in a statement that Judge Ronald Whyte denied Hynix's request to dismiss the case based on "unclean hands and document spoliation" after a two-week evidentiary hearing.

Rambus shares rose $1.96, or 10.6 percent, to $20.45 in premarket trading, from a Wednesday close of $18.49 on the Nasdaq.

Active in the pre- market

RAMBUS INC (NasdaqNM:RMBS) Delayed quote data 

Pre-Market (RT-ECN): 21.66  3.17 (+17.14%) Volume @......854,979

Yesterday's closing chart

Way to rock it Rambus......
Volume: 13,387,641
Avg Vol (3m): 2,165,030

Technicals
Most Actives
Percentage Gainer
Price Gainer

Last Price Quote is:
46.85%above 13-day EMA
69.11%above 50-day EMA
RS Rating: 99 

Fundamentals
Earnings Expected on Jan 17

Key Data:
Market Cap (M): $2,295.11 
P/E Ratio: 78.00 
PEG Ratio: N/A 
Next Earnings: 01/17/2006
Last Analyst Rating: Hold

AP
Rambus Shares Soar on Legal Win, AMD Deal
Monday January 9, 3:32 pm ET 
Rambus Shares Soar on Legal Win, AMD Licensing Deal


NEW YORK (AP) -- Rambus Inc. shares continued on their skyward ascent on Monday, following a ruling last week that a memory patent trial with Hynix Semiconductor Inc. could go forward, in spite of Hynix's request to dismiss the case.

Shares of Los Altos, Calif.-based Rambus were trading up $5.01, or 21.8 percent, at $27.95 in late afternoon trading on the Nasdaq. Earlier in the session, the stock set a new 52-week high of $28.71, soaring past the prior ceiling of $23. Shares are up more than 70 percent since closing on Dec. 30 at $16.19.

Last week, a judge in the U.S. District Court for the Northern District of California, San Jose division, threw out Hynix's request to dismiss the case based on "unclean hands and document spoliation."

Investors may also be optimistic that a settlement conference scheduled for later this month could be fruitful. The conference in the Hynix-versus-Rambus patent case, is scheduled for Jan. 17.

Separately, last week Rambus agreed to a five-year patent licensing deal with Advanced Micro Devices Inc. reportedly worth $75 million, which Pacific American Securities analyst Michael Cohen characterized as fairly important as Rambus is trying to advance new memory interfaces.

"Rambus has been trying to get XDR, extreme data rate, on the roadmap for some time now," Cohen said in an interview.

RAMBUS INC (NasdaqNM:RMBS) Delayed quote data 

Pre-Market (RT-ECN): 30.25  1.94 (6.85%)

Volume @......469,193

WORD ON THE STREET

WR Hambrecht Ups Rambus to Buy from Hold
Cites the pending trials of the company's lawsuits

WR Hambrecht upgraded Rambus (RMBS ) to buy from hold, citing potential royalties that the company might get from litigation.
The company is involved in a patent infringement lawsuit and price fixing cases against Hynix Semiconductor and others.

Analyst Daniel Amir believes 2006 could be a positive turning point for Rambus as cases reach their trial phases. Amir estimates that the positive outcomes from these events could lead to financial settlements from Hynix and others that could generate $936 million in revenue for Rambus. As such he upgrades and sets a $38 year-end price target.


Headline News Link:   http://finance.yahoo.com/q/h?s=RMBS
Many articles out..

End of the day chart.....100% run up in 7 sessions
Rambus Shares Soar After Analyst Estimates Company Could See $936 Million From Settlements .

Volume: 41,519,120
Avg Vol (3m): 3,320,520

RAMBUS INC (NasdaqNM:RMBS) Delayed quote data   
After Hours (RT-ECN): 32.80  0.60 (+1.86%)

Technicals
Record Price High
Most Actives
Record Price Break Out
Gap Up
Percentage Gainer
Price Gainer

Last Price Quote is:
52.86%above 13-day EMA
89.68%above 50-day EMA
RS Rating: 99 

Fundamentals
Earnings Expected on Jan 17

Key Data:
Market Cap (M): $2,295.11 
P/E Ratio: 78.00 
PEG Ratio: N/A 
Next Earnings: 01/17/2006
Last Analyst Rating: Hold

Press Release Source: Rambus Inc.


Rambus Inc. Announces Fourth Quarter 2005 Earnings Call
Thursday January 12, 5:00 pm ET


LOS ALTOS, Calif.--(BUSINESS WIRE)--Jan. 12, 2006--Rambus Inc. (Nasdaq:RMBS - News), one of the world's premier technology licensing companies specializing in high-speed chip interfaces, will hold its quarterly conference call on January 19, 2006 at 2:00 p.m. Pacific Time to discuss financial results for the fourth quarter and 2005.


This call will be webcast and can be accessed via Rambus' IR web site at www.rambus.com. A replay will be available following conclusion of the call on Rambus' Investor Relations web site or for one week at the following numbers: (888) 203-1112 (domestic) or (719) 457-0820 (international) with ID# 4466070.

Shareholder questions may be submitted to Rambus in advance of the conference call for management to respond to commonly asked questions during the call. Please submit your questions before January 16, 2006 via our Investor Relations website home page at http://investor.rambus.com/.

About Rambus Inc.

Rambus is one of the world's premier technology licensing companies specializing in the invention and design of high-speed chip interface. Since its founding in 1990, the company's innovations, breakthrough technologies and integration expertise have helped industry-leading chip and system companies solve their most challenging and complex I/O problems and bring their products to market. Rambus' interface solutions can be found in numerous computing, consumer, and communications products and applications. Rambus is headquartered in Los Altos, Calif., with regional offices in Chapel Hill, North Carolina; Bangalore, India; Taipei, Taiwan; and Tokyo, Japan. Additional information is available at www.rambus.com.

RMBSER

Contact:
Rambus Inc.
Nicole Noutsios, 650-947-5050 (Investor Relations)
[email protected]

--------------------------------------------------------------------------------
Source: Rambus Inc.

RMBS already started.... Place ur comments here

My opinion is SHORT at this levels ( 34$ ). VERY Overbought conditions.

I believe this to be an opportunity to buy some puts on Rambus.


Tech Stocks: Semiconductors 




Profit Slumps at Rambus

By Katie Dean
TheStreet.com Staff Reporter
4/19/2006 5:04 PM EDT
Click here for more stories by Katie Dean


It was a mixed bag for Rambus (RMBS:Nasdaq - commentary - research - Cramer's Take) this quarter, as the company saw its earnings drop and revenue rise.

The Los Altos, Calif., company, which manufacturers and licenses chip-interface technologies, made $1.8 million, which includes $5.2 million of after tax noncash stock-based compensation, the first time the company has recognized this figure in its results. For the same quarter last year, Rambus earned $4.4 million.

   

The company earned 2 cents a share, down from the 4 cents a share earned last year.

Revenue tallied $47.2 million, up from the $39.6 million in sales from the year-ago quarter. The company said the increase was due mainly to the royalty fees received as a result of deals with Advanced Micro Devices (AMD:NYSE - commentary - research - Cramer's Take) and Fujitsu, signed in the fourth quarter of 2005 and the first quarter of 2006, respectively.

The company posted an operating loss of $464,000 (including $8.4 million of noncash stock-based compensation) for the quarter. A year ago, Rambus had operating income of $4.9 million.

Rambus shares took a dive in after-hours trading on Instinet, slumping 2.6%, or $1.22, to $45.38. During the regular session of trading shares closed down 20 cents to $46.60.

"Achieving back to back record revenue is a great accomplishment and showcases the growing market appreciation of the value delivered by Rambus' innovations," Harold Hughes, Rambus CEO, said in a statement. "We continue to make solid progress with our patent licensing efforts and are pleased with our results for the first quarter of 2006."

Revenues were higher but profits were lower.I like the comment about rev. were higher because of royalties from AMD and FUjitsu and than CEO talking about achieving back to back record rev.(Funny)
I think we can easily see 40.

OPen interest on  april calls 40 is 19841 and 0n April 35 call is 18550 which is expiring day after tomorrow.
Unless it gets away from me in the pre market I think it will be amoney maker .

 RMBS: WR Hambrecht Keeps @ Buy; Ups Tgt to $51 vs $38; Analyst Notes
Tuesday , April 25, 2006 11:59 ET
Issuer: Rambus Inc. (NasdaqNM: RMBS)
Analyst Firm:  WR Hambrecht
Ratings Action: REITERATION
Current Rating: Buy
Target Price Action: INCREASE
Target Price: $51.00 (+34.21% from $38.00)

Analyst Comments: Yesterday, the jury in the Hynix trial found that Hynix infringed on all eight patents which Rambus claimed it had and awarded Rambus $306M in award damages. Overall, the firm says this is very positive for Rambus and while they had anticipated this positive outcome, the damages award of $306M was higher than the $150M they had estimated in their note on April 17. They believe that the next stage will be a Hynix appeal of the decision but at the same time it will likely come back to the negotiation table more seriously for a settlement that is likely to include an ongoing 3.5% DRAM royalty rate. Due to the positive outcome of the trial, the firm has raised its price target to $51 to reflect this higher than expected award outcome and the potential positive business developments associated with it.

since the last post of la onda on april 25 this came down 50% ....now this is ready to bounce

fyi
RMBS: BWS Financial Ups to Hold from Sell; Analyst Notes
Thursday , June 22, 2006 09:30 ET
Issuer: Rambus Inc. (NasdaqNM: RMBS)
Analyst Firm:  BWS Financial
Ratings Action: UPGRADE
Current Rating: Hold (from Sell)
Analyst Comments: Over the past couple of months shares of Rambus have fallen by more than 50% from their highs since the firm downgraded the shares to a Sell based on valuations. The firm is upgrading the stock citing that the downside is limited considering the fair valuation that they put on the shares of $20 that they do not see a reason to carry a Sell rating at this time. There are a few catalysts that could actually help the stock move higher over the next month. The Company is expected to receive a ruling on the FTC appeal of the ruling in favor of RMBS, which at this time they see the case staying in favor of RMBS. The Hynix Semiconductor trial is entering its next phase of the litigation process, which they expect to also fall into RMBS' favor. RMBS usually announces second quarter results by the second week of July, which could also turn out to be positive for the Company.