http://www.rambus.com/general/press_releases/pr_062200.htmIt's THREE FOR THREE!SDRAM, DDRAM, and ofcourse, RDRAM.Oh BOY
So is this company now considered a gorilla?According to some figures i've read, there isn't much upside.
So is this company now considered a gorilla? According to some figures i've read, there isn't much upside. I'm guessing that you're kidding, but here's an articlethat talks about Rambus' potential in a more forward looking market (that is, if you think the PC technology adoption life cycle is waning). (thanks to RChampoux):http://boards.fool.com/Message.asp?id=1230012002557000&sort=postdateIn case no one here has considered it, Paul Johnsons"Next Generation Network" is going to require ALOT of DRAM.
If there isn't more upside then there isn't more upside to Intel either, is there?Should we all sell INTEL tomorrow?What about the communications and server market?Perhaps there is upside to RMBS but not INTEL.There clearly was no short term upside to QCOM in Jan 2000. BUT to contradict those that said "RMBS WILL BE THE WEAKEST OF ALL GORILLAS"Perhaps RMBS will be the STRONGEST of enabling gorillas. What will the growth be in DRAM?What will RMBS be able to buy, with 166 employees and NO OVERHEAD?WHAT WILL RAMBUS DO WITH THEIR CASH?Plenty of upside as I see it.
Some of the projects i've heard that Rambus could be a 20 or 30 billion dollar company in 3 years when the DRAM market is 36 or 50 billion dollars. Today, Rambus is worth around 10 billion.
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