>> SLDRAM, at best, is an interim solution [...]
Agreed.
For what it's worth, I've been reading this thread since inception, I know folks that work at Rambus, I know a lot of folks that work at Intel, and I spent 10+ years of my life architecting and implementing computers. For anyone interested, what I've done below is to detail some of the thinking I went through in deciding today to invest long-term in Rambus.
Today, for the first time, I bought several thousand shares of Rambus. My reasoning is simple. The best case scenario for Rambus has been laid out many times on this thread -- the introduction of Sync-Link DRAM samples doesn't impact this best case. The quantitative case for Rambus in the early part of the next decade (which was laid out quite well in much earlier posts) is compelling even if you assume a slower than expected penetration and a reduced royalty fee margin due to pressure from DRAM manufacturers.
The worst-case scenario for Rambus is that Intel feels pressure from competitors and DRAM manufacturers to enable intermediate steps such as Micron announced yesterday. Given the patent protection Rambus holds on serial memory interconnects, and given that I believe that a Rambus-like approach is the only long-term viable option at this point, then the selection of Rambus as a long-term investment seems clear.
Why did I invest today? I had been hoping for some time to get in in the high $30's. With the Micron announcement yesterday, and the pressure on Rambus now to compensate by releasing information, I felt that the risk of upside movement was too great too wait. |
