Thanks for the summary of Rambus. I think the worst thing about this stock was its status as the punching bag of Nasdaq. As an infant gorilla, it couldn't defend itself.
Now, the market has woken up. Very good.
As for me, it's clear that Rambus has all of the attributes of a gorilla. It's enabling technology with a value chain developing around it that has crossed the chasm. This gorilla is being hoisted on the shoulders of the Kings (Intel, Dell, etc).
DDRAM, which was the great hope of the non-Rambus gang,
was termed a technology that "is too little, too late, and it won't work" by VP of INTEL. Anyone following RAMBUS in the last couple weeks could have seen the build-up of good omens. As well, Rambus is used in Sony's Playstation II, under $400 out in March, which is supposed to revolutionize gaming and possibly entry level computers. There is only good news ahead IMHO.
One of my remaining questions is dollar numbers for RMBS royalties -- when exactly will RMBS earnings benefit from Playstation, for example, and how much does RMBS earn per chip built?
RMBS is the only DRAM that can keep up with the exploding speeds of CPU. The bottleneck is in the DRAM, and that's why RMBS technology is enabling. There is NO OTHER WAY to equal or better the speeds that RMBS offer, and if another way were developed, it would take a long time to get to market, probly infringe on RMBS patent, and be headed up against a fierce value chain developing around this product.
This thread is probably a bit leery of RMBS after the stock made us look like fools last year. But when you examine all the smoke around RMBS, it looks almost exactly like a classic Gorilla. With broadband needs exploding -- and requiring fast, RMBS-speed memory, I see RMBS as part Gorilla/part Rednosed Reindeer. It had an awkward childhood and was bullied, but it's going into a tremondous growth spurt and will take revenge on anyone and everyone that slighted it.
GaryX |
