Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Andrew G. who wrote (725)	8/6/1997 8:14:00 PM
From: Yiren Huang	of 93625

I think the risk of Rambus lies in that they can not control their own market. In other words, their revenue comes from other vendors who pay them loyolty when they use the Rambus interface. There are other alternative to their technolgy in that SDRAM interface will be probably easier to design and implement in general. In the future the Pincount will be a non-issue for chips due to the availability of BGA(ball-grid array). So far as I understood, their revenue is only from graphics board makers. And for this market, the embedded DRAM technology is certainly a great threat to Rambus. Since once the DRAM is embedded on the chip, there is no need for rambus interface anymore, the controller can directly talk to DRAM with as many bits as they wish. -Ronnie

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