SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: MileHigh who wrote (26718)8/9/1999 12:33:00 PM
From: unclewest  Read Replies (1) | Respond to of 93625
 
not a serious revenue stream as it relates to current stock price.

mile,
rmbs revenue stream is coming from a huge number of different directions...as i once said many many different streams all flowing to one place makes a raging river.

i keep hearing your argument that everything is already included...yet, just today we get a strong release for rdram in servers. rdram in graphics. and we still don't know where 50% of rambus revenues are going to come from...all these little pieces are going to make a very big pie. the multiple revenue sources also provide a lot of revenue security.

i have yet to hear anyone jump up and say..."we are not going to use rambus". every company i follow has a plan to use rambus. i'll continue to pay attention to these little streams. they are all important.
unclewest
since rdram makes a huge improvement in graphics don't you think others will enter the market and create more little revenue streams?