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Company: Rambus (RMBS)
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80%
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10 votes

  Product Footprint

The memory interface products from Rambus Inc. are widespread in the industry and have become like the default standard.

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50%
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2 votes

  Rambus could receive up to 4 billion.

Mark your calendars, September 28th, 2009 is the start date for the antitrust case. This will be huge once underway, speculation has been that this will get settled out of court with a price tag north of 4 billion dollars. This would bring the company's value to $50.00

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  Rambus to the moon!

Rambus is a stock with great upside potential and is in a similar situation Qualcomm was in back in 2000. Qualcomm is in the business of granting licenses for its use of intellectual property and when main street caught on the stock surged from $20 to $320 back in Dec 1999 followed by a 4:1 split. Since then it split again on August 16,2004 and began paying a dividend on March 12,2003. Currently licensing revenues comprise 33% of their consolidated revenues for fiscal 2008. Should Rambus's claims on patent infringements hold up in court against Hynix Semiconductor Inc , Samsung, Micron Technology and Nanya Technology Rambus is looking at a huge payday, although this case keeps getting pushed further into the future. There are currently over fifty claims across three product portfolios against these companies .

Today Rambus designs, develops and licenses its architecture to a broad range of customers. For the year ended December 31,2008 Rambus technologies were covered by more than 680 US and foreign patents. Rambus is currently claiming damages on DDR, SDRAM, DRAM. Court rulings are expected in the coming months on its patent trial and an anti-trust trial, keep in mind the court rulings could take a few years as well.

On February 3rd Rambus announced its new XDR memory architecture. This technology is set to deliver high memory bandwidth to consumer electronics such as set-top units, gaming devices and HDTV. Rambus currently has a contracts with Toshiba, Texas Instruments and Sony. XDR technology will be incorporated in new HDTV's, DLP projectors and the playstation3. Recently shipments in XDR DRAM for the Sony Playstation3 have been elevated up by Qimonda the fourth largest DRAM manufacturer, to bad the PS3 is being walloped in marketshare by Nintendo's WII. More importantly XDR memory interface is available for the mobile world. This development effort focuses on high-bandwidth, low-power memory technologies targeted at achieving data rates of 4.3Gbps at best-in-class power efficiency. With this performance, designers could realize more than 17Gigabytes per second of memory bandwidth from a single mobile DRAM device. That's a lot of performance to squeeze into your iPhone said Michael Ching, Rambus' director of marketing, admits that, as a whole, those devices don't need it. Yet. "The next generation of multimedia smartphones, the ones that are capable of not only displaying but recording video, particularly high definition video, do need high performance memory solutions that fit within today's standard power dissipation levels," he told InternetNews.com. This memory isn't just for smart phones, but for netbooks, portable gaming consoles like Sony PSP and Nintendo DS and portable media players. Most of the work is done on the controller, so memory does not have to be altered or redesigned. As such, Rambus expects the pricing from customers will be comparable to regular DRAM. Although this is exciting news it will be a while before Rambus makes its way into any smart phones or mobile devices. Ching said the sampling and testing cycle will be about two years.

“Today’s consumer electronics require high bandwidth and low-cost manufacturability,” said Martin Scott, senior vice president of Research and Technology Development at Rambus. “Our team has demonstrated that the superior signal integrity of the XDR memory architecture, which enables the highest data rates of any DRAM technology, also makes possible high-speed operation in very low-cost device packaging.” The presentation for this can be found at http://www.rambus.com/us/.

This could be the blockbuster technology that mainstream can grab a hold off as it will also be utilized in smart phones and mobile devices. The claim is that the new memory will deliver 16 times the bandwidth of today's technologies with much less power consumption. Up until now Rambus focused on PC's and excluded mobile devices. Rambus claims the XDR architecture is five times faster than any technology alternative on the market now, and 16 times faster than connections in the chips most widely used in cellphones today. This breakthrough will allow cellphones to match the performance of PCs in carrying out activities such as handling HD video and playing gaming software. This should appeal to the cellphone makers such as Nokia, Apple, Motorola, Research in Motion, Palm as long as costs are kept in line during this weak economic environment. The marketshare of smartphones will steadily increase each year as more consumers demand applications like Twitter its main competitor Jaiku and Facebook amongst numerous other web apps. It is important to realize that the new generation of web surfers are always on the go and the day where a user sat behind a desk and logged into their PC are slowly coming to an end. Why focus on one thing when smartphones allow the luxury of being on facebook while at the same time doing laundry and twittering breaking news as it occurs on your way back home.

With upcoming litigation rulings and Rambus's new mobile memory initiative the stocks future looks promising given its current price of $8.00. thevoice@voiceup.com/voicedup.blogspot.com

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