Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Jdaasoc who wrote (73996)	6/1/2001 9:08:42 AM
From: Sun Tzu	Respond to of 93625

I guess my thinking has been a bit unclear here. This is what I am getting at: poor results at semicaps indicates extra-poor results at chip makers which in turn indicates poor (extra-extra-poor?) results at the consumer end. And if the consumers are not willing to buy new high priced gizmos as a whole (be it a Palm, digital camera, or whatever) then chances of rocketting sales of RDRAM bases PCs and PS2 are low. And this is a real danger to Rambus, even if they have mixed wins in the courts. In other words, unless Rambus establishes in the courts that their patents cover SDRAM, DDR, RDRAM, and future modifications to them (something that I find unlikely), then the low demand for end products will translate into more time for competing products to be developed/marketed. So that when the demand does finally pick up, whatever problems you may see with high-speed DDR now will not be an issue then. ST