Hi invinciblewimp; Re: "Today, Rambus took another large step forward with their RaSer initiative."
Admit the truth about Transwitch. Before today none of you had ever heard of them. The only references to Transwitch on this thread before today was from 2 years ago, and had nothing to do with Rambus at all:
December 1999
And TranSwitch Corp., a fabless maker Internet connectivity ICs based in Shelton, Conn., on Wednesday announced a 3-for-2 stock split of its common stock. That followed another 3-for-2 split in April that brought the number of commo shares outstanding in the company to 25.3 million. The just-announced split will bring that to 42.0 million shares next February. #reply-12319102
What you guys needed was for CSCO to license RaSer, not Transwitch. That's why RMBS is only up by 6%. Heck, look at the industry group Rambus is in today, most of them are up too:
siliconinvestor.com
Look at it this way. Transwitch has total sales of $105 million per year:
biz.yahoo.com
Their most recent quarter's sales are down 67% from a year ago:
Net revenues for the three and the six months ended June 30, 2001 decreased 67.7% and 19.0% from the comparable three and six months of the prior year.
biz.yahoo.com
Now how much royalties do you expect to collect from a company who's total sales are only $100 million per year, and are decreasing at 67% from the previous year?
Micron sold almost 40x as much as TXCC last year:
biz.yahoo.com
That's why Wall Street ignored this PR, it just doesn't matter. Heck, AMD came out with a fully expected new speed version of the Athlon XP and they're up 5%. The Nasdaq is up 2.3%.
Re: "I think the news that Intel has chosen Rambus RDRAM for network appliances (not DDR) ..."
In fact, what Intel chose RDRAM for was their "network processor". And that design win is not "news", it was decided by Intel 2 years ago. It's just news to you. Intel chose RDRAM for network processors back when it was still almost reasonable to expect RDRAM to ever be as cheap as the alternatives. And maybe you didn't bother to read the fine print. Here, I'll help you interpret the article:
...
Intel considered [Bilow: "considered" is a past tense of to consider. In fact, Intel made their consideration 2 years ago, and that was before it was obvious that DDR had won.] both DDR and RDRAM for the new network chip, said Bill Duggan, marketing manager for network processors at the Santa Clara, Calif., company. “We selected [Bilow: there's that past tense again] Rambus because we believe it offers the highest performance with the narrow bandwidth that network processors need,” he said.
Intel hasn't given up entirely on DDR, which may be used in select networking applications [Bilow: go back and read that line again. That's Intel saying that they're using DDR on network stuff that they're working on right now. They just haven't announced it.], Duggan said. Intel uses SDRAM with its existing IXP1200 NPU.
...
ebnews.com
Eventually Intel's DDR based network hardware will be finished up, they'll get working silicon, and they'll announce it, just like they did with P4 chipsets. But Network Processors are a lot more complicated than chipsets, so it takes Intel longer to get the bad Rambus decisions out of their network processors than their chipsets. Wait about another 6 months or a year. Other companies have already announced high speed network processors with other than RDRAM, it's only a matter of time before Intel does too. (See #reply-16500718)
-- Carl |
