Rambus....
I'd like to thank Rel, Tinker, Mark, StockHawk, Kat and techreports for their comments overnight and this AM on Rambus.
I am as comfortable with the RMBS reward/risk ratio as any other stock I own.
That's an enlightening statement, given that your profile lists QCOM, GMST,RMBS, ITWO, SEBL, JDSU ,NTAP as your holdings. Equating Rambus to these others makes quite a statement about your faith in Rambus. Myself, I would have ranked JDSU, QCOM and SEBL has pretty high reward, low risk ventures, even though I don't yet own SEBL.
Tinker and others seem profoundly certain of the ability of RDRAM to exceed the capacity of DDR. Honestly, I've never been able to distinguish between the truth and FUD on the technical details, and yes......I have read the white papers from last year on RDRAM from DELL and Samsung.
Tinker makes the analogy between RDRAM and CDMA, with the latter bening the superior digital wireless standard among its peers. But one difference I would cite, perhaps, is that in digital wireless, everyone agrees CDMA, or its variant is the superior technology and will be THE technology with 3G. Whereas, principally, Intel, Rambus, Dell and Samsung agreed that RDRAM was superior amongst its peers, and others disagreed, or indicated the greater cost wasn't worth it.
I hope Rambus wins it's lawsuits. And I hope Intel can overcome the many glitches it has encountered in getting Rambus, MBs, chipsets, and MPUs to "all get along together".
Best,
Apollo |
