"[I am also of the opinion, shared by some of you (and not by others) that Rambus has already settled with Samsung, but that the settlement has contingencies and that it's being kept secret until the contingencies are resolved. I believe that the contingencies are the outcome of this trial AND the CAFC verdict in the appeal of the case from Judge Payne's court.]"
That theory has become an increasingly more plausible. It would be completely in character of Samsung, and would explain many things including the otherwise inexplicable delay at CAFC (the other possible explanations of CAFC waiting to see what the jury says or waiting for more evidence on Payne are less likely IMO).
The other noteworthy developments that may beconsistent with Micron preparing to cave are talk, not denied by Micron, of Stevie Blunder stepping down in Feb. and Majoras backing off the FTC's conduct at SSOs thesis. That would leave Hynix and Nanya holding the bag or unwittingly becoming prime canidates for Heads on Poles. Without Micron, Muris alone can not carry the FTC IMO. Majoras has already deviated significantly from what Muris would want.