Mindmeld, here is a link where Rambus/HDTV is explicitly mentioned:
upside.com
It's an interview of Tate by UPSIDE last year. Excellent read.
Q: Will communications be a growing percentage of your business?
A: Yeah, because communications is new. [We didn't ship any] communications products six months ago. In the consumer area, between Nintendo and Sony, they'll probably sell 3 million games a month. That's not up in the PC volume, but it's good volume. We're also seeing digital imaging (like that of video game systems) going into TVs, digital [or high-definition] TVs. The first one using Rambus' technology was shown earlier this year by Panasonic [Industrial Co. of Secaucus, N.J.] and will be on sale by Christmas. Initially, it will be a low-volume market, but if [HDTV] is successful, there will come a time when 50 million of those things a year will be sold. All of them could be using Rambus' technology. There will also be digital VCRs, and Rambus has a good fit anyplace there's image manipulation. So the biggest potential growth for us, after PCs, is the consumer area. |