Hi all; The Inquirer comments on RMBS share price:
The mystery that is Rambus Ink
Share price continues to ramp
Mike Magee, July 3, 2002
THE SHARE PRICE of Rambus closed at $8.68 yesterday evening, up 3.33% on the day, and up over 30 per cent on its position a week ago.
This seems strange to us, given that all indications are that Intel will leave Rambus in the lurch after its introduction of the 850E, and given that it appears, reported from Ace's Hardware, that its 1066MHz RDRAM won't be supported by Intel during this year.
In fact, EB News reported last week that Intel was definitely dropping RDRAM memory for the PC desktop, while we reported from IDF that Intel wouldn't commit to whether it would be supported next year.
That's one mystery. The other is that legal activity over patents it holds on double data rate (DDR) memory has subsided for the last three months or so. Could it be that Rambus will get a Ramboost because the defendants in these patent cases are settling out of court?
Here's another mystery. Taiwanese chipset company SIS now has a licence for Rambus technology and is certain to bring out a PC chipset utilising the memory type. Does SIS hope that it will fill a niche for RDRAM systems, and can soak up some sales once INTC departs stage left?
We do know from its own website that Rambus will be exhibiting at the Gigabit Ethernet conference in mid April, and that it certainly has other fish to fry than just PC desktops.
Even our alternative news source on Rambus, the Los Altos Town Crier, has gone all quiet on the trail of the intellectual property company.
Over at this page, you can see what Rambus itself is saying about its RDRAM memory. This says RDRAM exceeded 14 per cent market share in Q4 of last year, and still says that it's the best memory to scale with CPU frequency. µ
theinquirer.net
-- Carl
P.S. I'd be using these relatively high prices to get out of Rambus. |
