comparing SNDK to RMBS. I still think the similarities are uncanny
Similarities:
Memory designers
memory markets are large, and growing
Both companies' stocks are tremendously volatile.
Dissimilarities:
Sandisk is partial owner, or owner, of fabrication plants; Rambus is fabless
Sandisk's products, CF cards, are "in the tornado".
Rambus's products, DRDRAM, have "crossed the chasm, are in the bowling alley with high-end PCs and workstations, but are not in the tornado yet".
Rambus stock is richly valued, and still risky, IMHO.
SNDK stock is undervalued, and its potential reach is underappreciated.
It seems that SNDK's memory is closer to becoming the industry standard in its segments, than Rambus's DRDRAM is to becoming its industry standard.
Rambus is a momentum darling at the moment.
Stan |
