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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jurgis Bekepuris who wrote (53389)1/8/2003 11:44:20 PM
From: Gary L. Kepler  Read Replies (1) of 54805
 
If Carl Bilow is to be believed on the Rambus thread (and I gather that he has called it correctly over the last two years or so), RDRAM is at a dead end, is down to something like 4% of memory production and has no future at Intel beyond the current support.

He recently produced a press release indicating the agreement with Sony/Toshiba was for a fixed amount and that the agreement would have little impact on future earnings. Sony seems to have side stepped the issue of whether they would rely on RMBS in their future PlayStations even though that was implied by the announcement.

As for RDRAM, even Dell is shifting away except for the most expensive work stations and that may soon change as well.

RMBS's value may relate primarily to the court cases and so far Rambus has not faired well.

Someone correct me if I am wrong but my impression is that Rambus is a pure speculation with odds that are not favorable.
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