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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (6670)9/20/1999 12:38:00 PM
From: Apollo  Read Replies (1) of 54805
 
FLSTF97:

(FLSTF: isn't that shorthand for Falstaff? I didn't think they made that beer anymore <g>)

The market for memory will greatly exceed the projections and RMBS captures virtually all of it.

Read your post, the link, and other responses. One thing to realize is that the revenue steam from royalties on their Direct Rdram IP (that's the one that matters) has not even begun yet but still they have been profitable for the last 11 quarters. Their costs are well contained since the engineering work is finished. So the royalty ram should be pure gravy.

The other things to remember are:
1. According to the FM, gorillas are always undervalued (should Rambus, a gorilla candidate, achieve that weighty claim).
2. We're in a high-tech/Internet economy. Automobiles have more microprocessors in them nowadays than they have cylinders. Everything, no matter how simple, requires microprocessors and other components (like RAM). Therefore, estimates of the DRAM market and future DRAM revenues are make-believe.....no one knows the answer.
3. Royalties on PC DRDRAM to Rambus are thought to be about 1.7%; but on DRDRAM in other devices besides PC, thought to be greater.

It goes back to vision and trends........bandwidth, rapid transition to everything being made more technical, applications we don't yet anticipate, etc. Rambus is not a gorilla, but is a gorilla candidate.

Stan
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