C-Cube Message Board - Msg: 1430212

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Technology Stocks : C-Cube

CUBE 35.93

-0.8%

Dec 18 3:59 PM EST

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To: Hossein Jafari who wrote (15625)	5/19/1997 3:11:00 AM
From: Timothy Liu	of 50808

I know Rambus a little better than CUBE even though I hold both. Rambus has patents on the next generation memory architecture that is target to replace DRAM. Competing technologies are (Double Data Rate) SDRAM and couple of others. Rambus license its technology to most major memory vendors and collect ~2% royalty on revenue. The advantage of Rambus is they have the backing of Intel/Microsoft and a proven product in Nintendo 64 and SGI graphic hardware. According of info release by Intel, Intel based computers could incorporate Rambus technology as early as 1999. Memory vendors, mostly in Asia are not happy that the technology is controlled by a single company and there will be competition from different technologies. I know CUBE makes DVD chip but the technology is beyond me. I understand it is kind of hardware codec and a completely different area from Rambus. Just 0.02$ from my pocket and not Intel's. Tim

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