Not the case. By Uncle West's measure, 65% of the Rambus revenue is non-Intel, and it's growing, other partners are dedicated to RDRAM. Intel would grow the revenue faster to be sure.
It's not quite on your point, but we have to keep in mind that, as far as we know now, the glitch is at Intel's house, and that it means revenue deferral, not revenue elimination. If a competitive product was running neck-and-neck against RMBS and a delay like this came up, it would be very serious. But there's not a competitor. RMBS still has next generation memory to itself.
chaz, just to clarify...
the 35/65 figures came from rmbs cfo at the last shareholders meeting (feb) which i attended. the revenue model he presented called for 35% from pc's, 15% from servers and 50% from other. we know the pc status. the server chipset is still under development by intel, scheduled for sampling this year. the other 50% is more difficult to pin down, but "other" product announcements have been forthcoming. many are kept secret for business reasons.
i am most troubled presently by the latest samsung announcement to stop producing wafers for rdram. it seems samsung is not satisfied with whatever word they are getting from intel re. camino 820. interesting to note that nec announced increasing rdram production last week.
rmbs share price makes huge swings based on the market's perception of rdram in pc's...rdram in "other" is more difficult to see, therefore it is largely ignored by investors.
jmho,
unclewest
i am a gmst player also
edit...with $ billions already invested by over 100 companies no expense will be spared to find a solution. |
