Hi Don Green; I didn't mean to say that the stock price was dead, only that the company's technology is dead.
When RMBS's big buddy, Intel, doesn't even bother to give mouth to mouth to the twitching body, you can be pretty sure that everybody in the engineering community knows that Rambus technology is a dead end. Intel had a lot of reasons to try and push Rambus, but they are cutting Rambus out of the next generation memory design.
The future should now be obvious to everyone, not just specialized memory designers. There is going to be no big use of RDRAM in PCs. That is now very clear, particularly from Intel's actions. There will be no large volume production of RDRAM. Cost cutting engineers will remove the parts from the few designs that currently use them. This is what engineers are paid to do, cut costs. The revenue stream will decline accordingly. When Rambus goes back to the memory companies to try and get them to license the technology for RDRAM-II, the companies aren't even going to return their phone calls. The biggest engineering goof of 1999 has completed, and Rambus is (rightfully) getting blamed for it.
Rambus is quite dead. It may have a few more twitches as it subsides into coma and decay, but its future is quite obvious. The shares have been largely shoved into the hands of mom and pop, and mom and pop may run the short interest, but in the end, the company is quite dead. The chance that the memory community (or any other engineering community) will ever again trust Rambus with the design of an interface is zero. The royalty and fee income will slowly decline, and Rambus will close its doors.
-- Carl |
