But isn't rmbs just another computer box maker????
RMBS doesn't make anything. They are a 100% IP company. RMBS is also disruptive. Even if PC growth stopped at nil, RMBS would still be taking revenues from 0 to 100% of the market. That is a lot of bucks.
But RMBS' IP is not limited to PCs, it is applicable to practically any transfer of information from chip to chip, which includes DSPs, CPUs to memory, and communication chips.
As a quick example: What if a new superconducting cable was invented that was cheap and that would replace all existing power cables. Well, the power industry is slow growth, but who cares, this cable takes over all the wealth of replacing the existing infrastructure. RMBS is the similar.
So no, RMBS is not a box maker. As to some facts, the DRAM market (currently RMBS' largest market) is growing at something like 30% a year and forecast to grow (with a recession or so dispersed in-between) at this rate for at least the next 5 years or so. More and more memory is being demanded. In addition RMBS collects money on the controllers of the CPUs that go go this memory, or from the DSPs in cell phones if the DSP is using a Rambus IP memory technology (which is practically everything today with the exception of embedded DRAM).
So no, not a box maker in that (1) no real competition, (2) they don't make anything, and (3) there technology is applicable in desktops, servers, etc, but also cell phones, routers, network processors, etc., and (4) it is disruptive to the entire infrastructure as for example, if RMBS prevails in its pending litigation it will collect royalties on every piece of DRAM and every CPU connected to that DRAM in the world's computers today, plus graphic cards that communicate with DRAM, and the applications go on.
Tinker
Yes, it is as good as it sounds. And yes, there are also risks as well, although the risks are looking less risky than they have looked at any other time. |
