Hi Auric Goldfinger; Actually, the better opinion of the engineering community is that Rambus has pretty much completely lost the server market. The reason is because their design costs a lot more, provides no benefit for large memory systems, doesn't scale well, and has other problems (reliability and heating).
ebnews.com
Rambus has lost most of the graphics market as well, due to high cost, and competition with (DDR) SGRAM. They've got a good design win from a next generation gaming machine, but lost a design win at the company they supplied product for for years.
Where they may get some use is in high end workstations that don't require large amounts of memory. In that case, the i840 might provide a good solution.
The regular desktop market is still being fought over, but Rambus appears to me to be too expensive. Also their are concerns over whether they are really manufacturable for a high volume, general purpose machine.
I'm long AMD, and Intel's support for Rambus has been the thing that has helped AMD the most. I sincerely hope that Intel continues to support Rambus in every way they can.
The short interest in RMBS is magnificently huge. What do you make of this? I would like to hear what other companies that had huge short interest did, and why, if you would. (This is part of my education as a shorter, TIA.)
-- Carl |
