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Re: Rambus up over the last 5 years: just about 6%Rambus is finally turning the corner with excellent product growth. One of the reasons why I went big into Qualcomm several years ago was because the company wasn't being respected for its potential. It was also in an antitrust and patent dispute that few investors understood - this explains that well: To gauge Qualcomm’s chances of prevailing, Kevin Cassidy, an analyst at Rosenblatt Securities, surveyed lawyers after Apple and the FTC sued. “I probably interviewed 10 different lawyers and I would say eight out of the 10 said they have no chance against Apple,” he said. If Rambus was a bit luckier in their litigation (and a fair amount has to do with luck - like in jury selection on the AT trial and other examples) the current situation would be different right now for the better. But things are still good because the settlement money is rolling in and it will be rolling in for years to come. As I implied, luck could have increased that settlement money significantly. But the valuation is low relative to its future product growth and recurring settlement payments. So, like Qualcomm when it was undervalued, I think that much better days lie ahead for the stock price. |
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Msg # | Subject | Author | Recs | Date Posted |
792085 | Re: Rambus up over the last 5 years: just about 6% | valuationguy | 0 | 8/13/2020 9:15:26 AM |