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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST
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To: Curlton Latts who wrote (37246)2/16/2000 3:33:00 PM
From: William C. Spaulding  Read Replies (4) of 93625
 
Is Rambus really a good buy at these prices? There are definite risks to consider. Although Rambus will surely be a major technology for the next decade or so, it still doesn't give that great of a performance improvement over more conventional—and cheaper—technology. Design bottlenecks in both computer and the RIMM modules prevent the realization of Rambus memory's full potential. For more info check: zdnet.com.
This is buttressed by a recent review in PC Magazine that showed almost equal performance between Athlon and Pentium III using RDRAM, but the RDRAM systems were much more expensive. While recent increases in output by chip manufacturers will help to reduce costs, the royalty payment to Intel and Rambus will prevent Rambus modules from ever being as cheap as the royalty-free, open standard of conventional SDRAM.

And soon, DDR DRAM will be arriving that will further boost memory speeds in conventional systems, but without the royalty payment to Intel and Rambus. And how much royalty does Rambus earn? It doesn't seem to be very much. Whenever you have a company that has only a few customers, those customers have great leverage, and can generally get the best prices, with little profit left for the manufacturer. Look at the hard disk manufacturers. And because Rambus is a new technology, Rambus probably had to make major concessions, especially to Intel, to promote their new technology.

Caveat emptor!

money.york.pa.us
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