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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 97.75-0.3%9:34 AM EST
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To: Jdaasoc who wrote (66274)2/20/2001 11:07:15 AM
From: Dan3  Read Replies (2) of 93625
 
Re: Sure the system logicboard is Win2K certified

Actually, that was a system certification that I linked to. The rambus based P4 has problems with all non-DMA PCI cards (which is a huge number from a myriad of manufacturers). What is it about Rambus that makes PCI devices fail? Or have you considered that it might just be a chipset issue unrelated to the memory type?

Regardless, Rambus Inc. is a one trick pony, that pony being that vague initial patent application filed in 1990. Amendments and continuations to that application had given them a reasonably good story to tell until two issues came up recently.

One was foreseeable and that was the JEDEC defense. Recent stories are making the JEDEC issue look more important than it did a month ago.

The one that wasn't foreseeable was the Fesco decision. The Fesco decision has produced a major restriction in the ability of patent applicants to amend their initial applications. And all the important Rambus patents are amendments. I think Fesco has hurt Rambus ultimate chances quite a bit.

Between those two pieces of news, the probability of Rambus ever collecting a large, long term revenue stream has dropped a great deal. But, so far, the stock has dropped only a little.

For the next few months, the prospects for Rambus doing anything but going down don't look very good.

Dan
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