Rambus alert. Up > $9/share at present.
Conversion from SDRAM to RDRAM memory standard seems imminent; awaiting Intel announcement availability of the Camino and Carmel chipsets that will permit Pentium III interfacing with Rambus DRAMs for desktops and servers/workstations.
PC market estimated to account for ~ 1/2 of DRAM market; below is information from Rambus thread hinting at very wide potential uses for Rambus memory chips, including High Definition TV, DVD, Sony Playstation/Nintendo games, etc.
Rambus shares some qualities of Qcom...has the patents on a new technology standard, with much of industry expected to use that standard. An infant Gorilla in the making???
Stan
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To: MileHigh (23133 )
From: REH Monday, Jun 21 1999 1:54PM ET
Reply # of 23150
Why we believe Rambus (Nasdaq: RMBS) will be $ 400.00 in 2001
The key to building standards lie in the infrastructure. Rambus has a patented design for the chip to memory interface that is many times faster than anything else available. This solves the bottleneck created by faster CPU's. Our argument is that the list below is so powerful that Rambus will be a de-facto standard memory-solution within many different areas of the electronics industry. Their business model is based upon royalty and as such their margins are comparable to those of a software company.
Who has licenses? A click on Rambus' partner page gives you this compelling list (http://www.rambus.com/html/partners.html)
RDRAM ®
Base and Concurrent RDRAM
LG Semicon Co., Ltd.
NEC Corporation
Oki Electric Industry Co., Ltd.
Samsung Electronics Company, Ltd.
Toshiba Corporation
RDRAM
Fujitsu Ltd.
Hitachi, Ltd.
Hyundai Electronics Industry Co., Ltd.
IBM Microelectronics
LG Semicon Co., Ltd.
Matsushita Electric Industrial Co., Ltd.
Micron Technology, Inc.
Mitsubishi Electric Corporation
NEC Corporation
OKI Electric Industry Co., Ltd.
Samsung Electronics Company, Ltd
Siemens AG
Toshiba Corporation
Vanguard International Semiconductor Corp.
Winbond Electronics Corporation
Application-Specific Standard Product (ASSP) IC Products
Acer Laboratories, Inc.
Advanced Micro Devices, Inc.
Compaq Computer Corporation
Hewlett-Packard Company
Intel Corporation
LG Semicon Co., Ltd.
LSI Logic Corporation
Matsushita Electric Industrial Co., Ltd.
National Semiconductor Corporation
NEC Corporation
Oki Electric Industrial Co.,Ltd.
S3 Incorporated
ST Microelectronics
SwitchCore Corporation
Texas Instruments Incorporated
Toshiba Corporation
VideoLogic Group plc.
Application-Specific IC (ASIC) Products
IBM Microelectronics
LG Semicon Co., Ltd.
LSI Logic Corporation
Matsushita Electric Industrial Co., Ltd.
NEC Corporation
OKI Electric Industry Co., Ltd.
Texas Instruments Incorporated
Toshiba Corporation
VLSI Technology, Inc.
Foundry Services
TSMC (Taiwan Semiconductor Manufacturing Company)
UMC Group
System Completion Components
Rambus Product/Announced Suppliers
Clock Generator Components
For Base/Concurrent Rambus Systems
AMCC
Chrontel Inc.
When you analyze this list you will see that these companies represent far more than just the PC business! They also represent these industries:
TV
DVD
Graphic Boards
Steros
Cable
Networking
Telephone
Photography
Automobile
All of these (and many more) industries have a need for speed processing power and Rambus has the common solution.
Infrastructure is everything! Market support and coverage (i.e market strength) will win over the technologically better solution anytime, if you have both it's a close to a sure thing as you can get in our opinion.
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