mishedlo
After reading your ridiculous posts you have pulled me in,
Lets outline a few points
1. RDRAM is a bust, Intel and Rambus tried to force an expensive memory technology on the boxmakers that the DRAM manufactures did not want to produce. Not only is it expensive but the only performance gain is when using graphic intensive benchmarks, PC133 SDRAM is faster in all other benchmarks
2. The patent disputes between Rambus and Micron/Hyundai and Infineon are just beginning, friends that I have at Micron that have examined the patents in question are very confident that the patents will be thrown out. Micron's legal department is one of the most aggressive in the industry and would not have filed if they were not very confident of winning.
Lets look at best and worse case for Rambus vs Micron:
Rambus
Best Case:
They win the lawsuit and all of the DRAM manufactures settle, what will Rambus get? The total
DRAM market is about 30 Billion/year(EDO and FPM still amount for about 20%) and absolute best
case rambus gets 5% of 24 Billion, comes out to 1.2 Billion. A more reasonable number will be about 2% and they get 480 Million
Worst Case:
They lose the lawsuit and they will get royalities on just RDRAM, best case 5% of a 3 Billion slice
of the DRAM pie, comes to 150 million.
Micron
Best Case;
They win the lawsuit and will lose nothing.
Worst Case:
They lose and will pay Rambus 5% of there SDRAM sales that will be about 6 Billion this year,
comes to about 300 million.
None of the big 4 have signed with Rambus, Micron/Samsung/Hyundai/Infineon account for 75% of the DRAM market, why is that…
I guess you can claim RMBS is in an uptrend if you look just at the last week, but intill they break the Sept 14 high it is not an uptrend, and then it would need to clear the Aug 21st high to really have a shot at getting close to its high.
I'm glad that you keep highlighting that INTC and MU are down, but you are leaving out alot of information:
Stock %down from high
RMBS 40%
MU 47%
INTC 36% |
