Thursday, February 23, 2006

Get on the bus, Rambus

Daniel Amir of WRHAMBRECHT+CO recommends that investors buy Rambus - target $38 - "as valuation remains attractive considering the upside potential of possibly getting revenue damages and settlements from the DRAM makers."

Mr. Amir's report is available at WRHAMBRECHT+CO linked here.

Two near term events are identified as key elements in the Rambus story:

1. Judge Kramer releasing the Department of Justice documents from its DRAM investigation - this could happen as early as today (2/23/06) - in Rambus's antitrust case against Micron, Hynix, Samsung and Infineon, et al.

2. Judge Whyte starting Rambus's patent infringement trial against Hynix in early March 2006.

Hat tip to Joe for the link.

Photograph courtesy of linked here.

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