Sunny:
The graphic shows what Intel thinks about RAMBUS's RDRAM memory technology, reaching the early adopter, high end PC systems late this year, and gradually working it's way into all PC levels by mid 2001....reason being users will demand the speed and bandwidth it supports. Intel seems to be telling us that Intel thinks this is the "future" for all of us PC users. Unless you believe some other brand of silicon is going to pass "Intel inside", then you must also believe you're going to find "Rambus inside" because Intel is going to put it there.
This is just the PC applications timetable. There are dozens of other Rambus applications that may have different timetables, and they plus this make RMBS look like pure gold. Since this chart was produced (last June I think), a bit of slippage has occurred, PC 133 has slipped in as a result, but the basic picture remains unchanged.
As to RMBS the company, it has (IMO) crossed the chasm, made it almost through the bowling alley (getting Intel, the biggest pin of all) and is on the verge of the tornado. Most of the memory industry (memory chip manufacturers) has signed up as Rambus licensee's. ATT, I don't see any emerging chimps or monkeys either...Rambus has it all to itself for now and until some other technology supplants it. (Bound to happen though.)Meanwhile, Rambus is going to collect royalty income big time. For now, chip cost is about double present technology, but system cost is only about 10% higher. As chip costs come down (they will), Rambus usage will accelerate, as per the chart.
As to RMBS the stock, we ain't seen nuthin' yet! |
