Maz,
Thanks for outlining a very difficult technology in somewhat layman terms.
I am long Rambus and will go from there.
I have licensed technology, world wide, for a major USA corporation.
Many companies pick up licenses for two reasons.
The technology is already proven and therefore be incorporated into their product, with limited cost of the license and royalties, plus the cost of tooling This approach puts the product in the marketplace in
a minimum time frame. Marketing of an current technology,
( license )is much easier than a new product
The development of a new, but similar product, exposes the company to R & D costs and the time frame required to finalize a new product, in the manufacturing process and marketing of new technology. Costly, time consuming and many times, violates current patents and their individual claims.
Those companies who try and design around the present patents and claims, are basically not willing to pay the continued royalty cost. On occasion, a company, has the NIH ( not invented here )factor.
IMHO
Sorry for the lack of formatting
Dick |
