Ruling Relief Sparks Rambus Shares

"If you're a company that's getting sued [by Rambus], why would you pay anything different than this number?" says Amir.

And Amir notes that while SDRAM and DDR are not found in the majority of tech products available today, there is still a fair amount of it in the market, so Rambus will feel somewhat of an impact in its revenue stream.

"The FTC decision, as it is, is a negative event," he says. "But I think the expectations were a lot worse."

Indeed, FTC commissioner Pamela Jones Harbour concurred with part of Monday's decision but penned a dissent arguing that the remedy doesn't go far enough to restore market competition.

"The Commission can and should impose a remedy reaching the DDR2 generation of SDRAM," wrote Harbour. "A remedy extending to DDR2 would be a legitimate and appropriate exercise of the Commission's remedial discretion."