Was geht eigentlich bei Rambus heute ab ?? o.T.

Seite 1 von 2
Neuester Beitrag: 28.06.00 18:58
Eröffnet am:16.06.00 15:22von: lukiAnzahl Beiträge:32
Neuester Beitrag:28.06.00 18:58von: baanbruchLeser gesamt:7.594
Forum:Börse Leser heute:3
Bewertet mit:

Seite: < 1 | 2 >  

145 Postings, 8536 Tage lukiWas geht eigentlich bei Rambus heute ab ?? o.T.

16.06.00 15:22


6 Postings ausgeblendet.
Seite: < 1 | 2 >  

97 Postings, 8503 Tage Peggy BundyHier eine kurze Einschätzung:

17.06.00 09:17
Rambus: Nächster Widerstand bei 88 $, anschließend frei bis 104, dann zum Alltimehigh,
Aufwärtstrend, untere Begrenzung bei 62 $.
Montag könnte ein Rücksetzer durch Gewinnmitnahmen eintreten, unter 78 $ könnte man Nachkaufen.

Das hier habe ich noch gefunden:

Friday June 16, 7:03 pm Eastern Time
Company Press Release
Rambus Announces World's Fastest Bus Technology
Multi-Level Signaling Technology Capable of Data Transfer Rate of 1.6 Gigabits per Second
HONOLULU--(BUSINESS WIRE)--June 16, 2000--Rambus Inc. (Nasdaq: RMBS - news), the leading provider of high bandwidth chip connection technology, today unveiled its new multi-level signaling technology during the VLSI Circuits Symposium. The Quad Rambus Signaling Level (QRSL) technology enables data transfer rates of 1.6 Gigabits per second (Gbps), twice Rambus' current signaling technology and four times the fastest demonstrated DDR SDRAM devices.
In 1992, Rambus increased the data rate of conventional signaling tenfold by increasing the clock rate by a factor of five and transferring two bits per clock cycle. The Rambus Signaling Level (RSL) accomplishes the transfer of two bits per clock cycle and is commonly referred to as double date rate (DDR) signaling technology. Today, Rambus has again pioneered high-speed signaling with its breakthrough multi-level QRSL technology. QRSL combines the patented double data rate (DDR) technology along with multi-level signaling to transfer four bits per clock cycle in order to achieve unprecedented commodity signaling rates of 1.6 Gbps, yielding 12.8 Gigabytes per second (GB/s) from a 64-bit bus.
``Toshiba has licensed QRSL from Rambus to deliver high bandwidth solutions to leading-edge consumer and communications markets,'' said Yasuo Morimoto, president and CEO, Toshiba Corporation Semiconductor Company. ``Toshiba is the leading technology supplier to these markets which continue to require ever higher performance and is looking forward to Rambus' QRSL signaling technology to meet this requirement.''
QRSL is ideal for small memory subsystems and chip-to-chip connections to solve performance bottlenecks in consumer and communications products. These applications include multi-processor interconnect in servers, line cards, networking equipment, video games, HDTV, set-top boxes, digital video recorders, and sealed box Information appliances. As the number of memory chips in PCs continues to shrink, this market will also ultimately be served by QRSL technology.
``Consumer and communications applications require even higher levels of throughput and performance than ever before,'' said Steve Cullen, Principal Analyst at InStat Research. ``Rambus' QRSL represents the most significant increase over proposed alternatives to achieve higher performance. QRSL technology enables semiconductor companies to produce lower pin count, cost-effective ICs and ASICs to meet their next-generation product requirements.''
``Our development team has produced test chips that have proven the technology is stable and producible and we are now ready to work with partners toward incorporating this signaling technology into their devices,'' said Dave Mooring, President of Rambus Inc. ``Rambus' objective is to produce innovations that will benefit the semiconductor and systems industries. We are pleased to continue our role in leading the industry in memory and chip connections technologies.''
About Rambus Inc.
Rambus Inc. develops and licenses high bandwidth chip connection technologies to enhance the performance of computers, consumer electronics and communications products. Current Rambus-based computers supported by Intel chipsets include Dell, Compaq, Hewlett-Packard, and IBM PCs and workstations. Sony's PlayStation®2 video game system uses Rambus memory. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC and PC controller manufacturers. Currently, eight of the world's top-10 semiconductor companies license Rambus technology. More information on Rambus Inc. and its high bandwidth technologies is available at http://www.rambus.com/.
Note to Editors: Rambus and RDRAM are registered trademarks of Rambus Inc.

Al grüßt bullish  

95 Postings, 8448 Tage Herr MeierWKN ?? o.T.

17.06.00 10:44

10683 Postings, 8658 Tage estrichRe: Was geht eigentlich bei Rambus heute ab ??

17.06.00 11:37

97 Postings, 8503 Tage Peggy BundyNachbörslich bei $ 83

17.06.00 18:10
The Night Watch: Rambus Slips After Huge Day Rally
By Angela Privin
Staff Reporter
6/16/00 8:33 PM ET  

(Updated from 7:25 p.m. EDT)

Rambus (RMBS:Nasdaq - news) is a late-night favorite, usually moving with rambunctious volatility on little news. Tonight, though, its move was justified, and it was not just an Island ECN member, it was the president.

The chip technology developer has had a busy week. On Thursday its previously announced 4-for-1 stock split went into effect and the stock settled slightly lower.

Today it shot up a stunning 25 57/64, or 45%, after chipmaker Toshiba (TOSBF:Nasdaq - news) said it expanded its license of Rambus technology. In the agreement Rambus will receive royalty payments and a license fee. The company was also upped to a strong buy from outperform by Morgan Stanley Dean Witter.

The tech company's patent for its memory chip interface is behind the analyst upgrade. Morgan Stanley Dean Witter analyst Mark Edelstone said the license agreement will likely encourage other Japanese companies to license from Rambus. Edelstone also said he expected "the semiconductor market will make a transition to Rambus technology." Toshiba has been developing, manufacturing and selling Rambus compatible IC's since 1990.

Rambus was the second-biggest percentage gainer on the Nasdaq and the most active issue both by day and night. TheStreet.com/NYTimes.com joint newsroom covered Rambus in a story earlier.

The stock is still down from its year high of 117 3/4 but well above its year low of 14 5/8. After today's run-up it was lately off 1/4 to 83 on 126,000 Island shares.



1737 Postings, 8497 Tage Hans DampfLetze nachbörsliche Notierung 76,25$ o.T.

18.06.00 20:55

97 Postings, 8503 Tage Peggy BundyQuelle??? o.T.

18.06.00 21:23

900 Postings, 8586 Tage DauberusHans Dampf: Schwachsinn! Letzter nachb. Kurs: 82 13/16, Quelle www.island.com o.T.

18.06.00 22:49

97 Postings, 8503 Tage Peggy BundyIch seh ne Fata Morgana o.T.

19.06.00 16:14

97 Postings, 8503 Tage Peggy BundyDa ist sie schon wieder.

20.06.00 14:52
Hab wohl doch nen Hitzschlag!

Übrigens, danke für den Link, Dauberus.

Al grüßt  

760 Postings, 8612 Tage storyhunterPeggy und Al, ein guter Link ist auch

20.06.00 14:58
->get infoquotes
->extended trading
->after hour/premarket
Kürzels natürlich eingeben

1737 Postings, 8497 Tage Hans DampfRe: Was geht eigentlich bei Rambus heute ab ??

20.06.00 15:23
Nasdaq.com war auch meine Quelle; ich hatte bloß in der Aufregung übersehen, dass die Anzeige automatisch auf Pre-Market gewechselt war....


173 Postings, 8479 Tage hexeIntel steigt auch auf Rambus um. Meldung bei finance-online.de o.T.

21.06.00 13:46


97 Postings, 8503 Tage Peggy BundyIntel ist schon lange kunde bei Rambus,

22.06.00 15:37
hier die Kundenliste:
Compaq Computer Corporation, AlphaServer enterprise computing systems
Compaq Computer Corporation, performance desktop PCs and workstations
Dell Computer Corporation, performance desktop PCs and workstations
Fore Systems ESX-2400 network switch and ESX-4800 network switch
Gateway, performance desktop PCs and workstations
Hewlett-Packard, performance desktop PCs and workstations
Intel Corporation 820 & 840 Chipset for performance desktop PCs and workstations
Micron PC, performance desktop PCs and workstations
National Semiconductor Corporation future processors
Nintendo64 3D graphics video game system
PixelFusion FUSION(TM) 150 High Performance Windows NT Graphics Chip
Sony PlayStation(R)2 game system

Bei Intel - eigenen Chips gab es Probleme (bis zum Totalausfall des Rechners), die werden jetzt durch RAMBUS Technologie ausgetauscht.

Hier die Meldung:

Wednesday June 21 11:59 AM ET
Intel To Take $200M Hit With Recall

SANTA CLARA, Calif. (AP) - Intel Corp. (NasdaqNM:INTC - news) is expecting to take a $200 million hit in the second quarter from costs associated with its motherboard recall, company officials said Tuesday.

The estimated charge would bring the total cost of the recall to about $253 million, Intel spokesman Tom Beermann said.

The motherboard recall, announced May 10, stems from a flaw with a component that allowed computer makers to use standard computer memory instead of the costly Rambus-based memory.

Speak your mind
Discuss this story with other people.
[Start a Conversation]
(Requires Yahoo! Messenger)  

The flaw can cause computers to crash or reset, Intel said.

As part of the recall, Intel is giving users new motherboards stocked with the more expensive Rambus-based memory.

Beermann said Intel's estimates of the recall charge is based on the return rate of the flawed product. He would not disclose the rate.

Also Tuesday, Intel announced it expects to net $2.3 billion from stock earnings in the second quarter, up from the company's previous projection of $725 million. A significant source of the massive capital gains is the sale of shares in memory maker Micron Technologies.

Beermann would not give details about the company's changes in Micron holdings.

He said the impetus behind Intel's stock sales was unrelated to the recall charge. ``From time to time, we capitalize on our investments,'' he said.

Intel's second-quarter results will be announced July 18.

Dieser Satz ist das Highlight und man sollte ihn sich auf der Zunge zergehen lassen:

"As part of the recall, Intel is giving users new motherboards stocked with the more expensive Rambus-based memory"

Hier der obligatorische Quellenverweis:


Al grüßt

517 Postings, 8436 Tage ViolaRe: Rambus-Speicherchips

22.06.00 16:08
Das Problem an den Dingern ist, daß sie auch in absehbarer Zeit immer noch mehr als das Dreifache bei einer nur vergleichsweise minimalen Leistungssteigerung im Vergleich zu herkömmlichen SDRAMs kosten. Intel hat seinen Mainboardchipsatz i820 für den Pentium III konsequent auf die Rambus-Speicherchips ausgelegt, der Einsatz von SDRAMS ist/war zwar mit Hilfe eines Adapters möglich, bedeutete aber deutliche Leistungseinbußen sogar im Vergleich mit dem alten BX-Chipsatz und funktionierte scheinbar auch nicht einwandfrei (Rückrufaktion). Mittlerweile hat aber Intel den i815 präsentiert, der wieder mit den herkömmlichen SDRAM-Chips arbeitet und ich denke, daß weitere SDRAM-basierende Chipsätze folgen werden. Der Grund ist natürlich, daß AMD Intel deutliche Marktanteile abgejagt hat, nicht zuletzt wegen des Beharrens von Intel auf der Rambus-Technologie, die Pentium-Rechner natürlich im Vergleich zu gleich starken Athlon-Rechnern erheblich teurer machen.

Ich kann es mir wirklich nicht vorstellen, daß Rambus sich mit den Dingern durchsetzen wird. In einem Jahr werden wir wohl schon etwas klüger sein, schauen wir mal, ich laße mich gerne überraschen :)  


140 Postings, 8550 Tage voltagoRe: Was geht eigentlich bei Rambus heute ab ??

23.06.00 04:06
@Viola und alle:

Wer es noch nicht mitbekommen hat: Wie schnell sich RDRAM durchsetzt ist für den Rambus-Aktienkurs jetzt völlig egal!

Rambus kassiert jetzt auch für SDRAM und DDR-SDRAM von Toshiba und Hitachi. Es wird erwartet, daß sich die meisten, wenn nicht alle Chip-Hersteller dieser Regelung anschließen werden. Rambus kassiert für SDRAM und DDR-SDRAM sogar höhere Gebühren als für das eigene RDRAM.  

311 Postings, 8527 Tage martockRAMBUS heute bei 136 Euro ?!!? What happened??

23.06.00 11:51
Rambus macht reich, aber so schnell? Was ist über Nacht passiert, keine News bei Yahoo entdeck1?  

10739 Postings, 8804 Tage Al BundyHitachi Patentstreit, martock

23.06.00 12:35
Der Patentstreit ist beigelegt:

Thursday June 22 10:26 PM ET
Rambus Settles Suit With Hitachi
By MAY WONG, Associated Press Writer

SAN JOSE, Calif. (AP) - Memory chip maker Rambus Inc. (NasdaqNM:RMBS - news) said Thursday it ended its patent infringement lawsuit against Hitachi Ltd. after Hitachi agreed to a worldwide licensing agreement on a variety of Rambus products.

Under the settlement, semiconductor and electronic-components maker Hitachi will pay Rambus a fee, plus quarterly royalty payments to license from Rambus its semiconductor memory technology. Exact terms of the deal were not disclosed.

News of the settlement sent Rambus shares soaring in after hours trading on Thursday to $133.313, up $36.188, or 37 percent, on the Nasdaq Stock Market. At the end of regular trading on Thursday, Rambus traded at $97.125.

Rambus, Mountain View, Calif., had sued Hitachi in U.S. Federal District Court, claiming the company and its subsidiaries had infringed on its patents on random access memory devices and related equipment. Hitachi denied the allegations and countersued.

und dazu noch ein kleines Schmankerl:

Thursday June 22, 9:15 pm Eastern Time
Company Press Release
SOURCE: NEC Electronics Inc.
NEC Is First to Receive 288 Mb Direct Rambus DRAM Device Validation
SANTA CLARA, Calif., June 22 /PRNewswire/ -- NEC Corporation (NEC) (Nasdaq: NIPNY - news; FTSE: 6701q.l) and NEC Electronics Inc. have received the first validation issued by Rambus Inc. (Nasdaq: RMBS - news) for a 288 Mb (megabit) Direct Rambus® DRAM (RDRAM) device. The validation was awarded to NEC's uPD488588 288 Mb direct RDRAM product and can be viewed at http://www.rambus.com/developer/validation_rdram_results.html .

Validation for NEC's 288 Mb Direct RDRAM device represents an important step toward rapidly meeting increasing customer demand for high-density, high-performance Rambus memory with error correction capability (ECC) for applications in the high-performance PC workstation and PC server arenas.

NEC's 18-bit data path 288 Mb uPD488588 provides ECC and interleaved device mode (IDM) functions, and is available in Rambus inline memory modules (RIMM(TM)) that mount 4-16 devices in densities ranging from 144 MB to 576 MB.

The device utilizes a tape FBGA (uBGA) package as used with the 128 Mb RDRAM that is now in volume production. With 512K word x 18-bit x 32-bank organization, the device provides 4-bank interleave operation, enabling banks to be switched -- even during processing -- and achieving a maximum data transfer rate of 1.6 GB (gigabytes) per second at a data transfer frequency of 400 MHz. Each bank provides a page size of 2 KB.

Pricing and Availability

The validation by Rambus puts NEC on schedule to have engineering samples by the end of July and customer samples by mid August. Mass production will closely follow. Please contact your local NEC representatives for current pricing information. Pricing and availability are subject to change.

About NEC Electronics Inc.

NEC Electronics Inc., headquartered in Santa Clara, California, is one of the leading developers, manufacturers and suppliers of semiconductor products in the United States. Committed to meeting customers' cost, performance and time-to-market requirements, the company offers solutions ranging from standard products to system-on-a-chip (SOC) solutions, as well as customized products for next-generation designs. NEC Electronics also offers customers the benefits of a state-of-the-art manufacturing facility in Roseville, CA, and the global manufacturing capabilities of its parent company, NEC Electron Devices, the semiconductor arm of NEC Corporation. For more information about products offered by NEC Electronics Inc., please visit the NEC Electronics Web site at http://www.necel.com .

NOTE: NEC Electronics Inc. is either a registered trademark or trademark of NEC Corporation in the United States and/or other countries. All other registered trademarks or trademarks are property of their respective owners. RDRAM and Rambus are registered trademarks of Rambus Inc. RIMM is a trademark of Rambus Inc.

Dann ist die Fata Morgana Also eine echte Oase :-)und kein Trugbild.

Al grüßt $$$

311 Postings, 8527 Tage martockRe: Was geht eigentlich bei Rambus heute ab ??

23.06.00 13:27
und die News von heute (Reuters Securities):

Friday June 23, 7:02 am Eastern Time

Rambus strong in Europe pre-Wall

Micron Technology Inc. (NYSE:MU - news), the world's second-biggest maker of computer memory chips, also saw trade in Europe after posting better-than-expected profits buoyed by a surge in semiconductor sales.

The company announced net income of $275 million, or 47 cents versus market expectations of 34 cents a share, prompting trade at up to $88 versus its $84-13/16 close to Nasdaq trading.Friday June 23, 6:48 am Eastern Time

Hi AL,

wenn ich das richtig verstehe, heißt daß, das Rambus so gestiegen ist, weil
Micron Technology über den Erwartungen gut verdient hat; die Nachricht über die Patent-Streit-Beilegung war doch schon vorher bekannt, der Anstieg kam erst nach Wallstreet-Schluß.
Auf jeden Fall eine Super-Aktie, mit so einem Anstieg hatte ich nicht gerechnet, bin im Schnitt mit 195 Euro, vor Split, dabei...

Hier noch eine News:

Rambus strong in Europe pre-Wall St start

LONDON, June 23 (Reuters) - Shares in Rambus Inc. (NasdaqNM:RMBS - news) retained much of their overnight gains in early European trade on Friday following the company's patent licensing deal with computer memory supplier Hitachi Ltd. .

Rambus shares soared to $138-3/4 in furious after-the-bell business in New York, up from their regular close at $97-1/8, having secured a patent deal seen as putting added pressure on other chip makers to strike similar royalty deals with Rambus.

European trade saw the stock change hands at $133-15/16, dealers said.

Patchy trade elsewhere left dealers subdued ahead of the full U.S. session.

``We will just consolidate today. Nobody's going to make any rash decisions before the weekend and next week's decision by the Fed,'' said one London dealer.

A majority of Wall Street traders believe the central bank will leave interest rates unchanged at its policy-setting meeting on Tuesday and Wednesday though a growing number see a hike at the Fed's Aug. 22 meeting.

The Fed wants to strike a balance between a too-hot economy leading to inflation and a too-slow economy creating unemployment and hurting corporate profits.

Index futures indicated a mildly positive start for Wall Street's Dow Jones Industrial average, which ended Thursday down 1.16 percent at 10,376, with September S&P futures last trading at 1478, six or so points above fair value.

Futures for the tech-laden Nasdaq, which dropped 3.13 percent on Thursday, were 7.5 points higher at 3,870.


311 Postings, 8527 Tage martockHast Recht, Al:

23.06.00 13:39
Friday June 23, 7:29 am Eastern Time
Before the Bell - Rambus roars up on Hitachi deal
NEW YORK, June 23 (Reuters) - Shares in Rambus Inc. (NasdaqNM:RMBS - news) roared higher in pre-opening trade on Friday after the semiconductor technology company settled patent lawsuits with Japan's Hitachi Ltd. .

Rambus was up at 133 on the Instinet electronic broker system from a Thursday close of 97-1/8.

After markets closed Thursday, Rambus said Hitachi, a computer memory supplier, had agreed to a patent licensing deal, settling patent litigation between them.


10739 Postings, 8804 Tage Al BundyEin interessanter Artikel:

26.06.00 16:14
Monday June 26, 9:33 am Eastern Time
Rambus Feeling Its Oats
By Arik Hesseldahl

It used to be such a quiet company. But in recent months Rambus has gone from being the quiet force behind the design of computer memory technology to a booming voice that has shaken the semiconductor industry to its very foundations.

It's a curious turn of events for a company that doesn't make anything itself. Mountain View, Calif.-based Rambus (Nasdaq: RMBS - news) makes its money, $8.7 million in profits on revenue of $43.3 million last year, by selling ideas for the design of computer memory technology to chip manufacturers.

Its technology is the basis for a new memory interface technology known as Direct Rambus DRAM, which speeds the ability of a computer's main processor to talk to the memory. Most computers now use a type of memory known as synchronous DRAM, or SDRAM. But as speed of processors from companies like Intel (Nasdaq: INTC - news) has climbed ever upward, the speed at which those processors can talk to the main memory has not kept up. Intel says that its next generation processor, codenamed Willamette, will work exclusively with Rambus' RDRAM technology and nothing else.

But now in what is proving to be a controversial gambit, Rambus is claiming ownership of some of the fundamental patents to not only its RDRAM technology, but also to some patents related to conventional SDRAM and to a another next-generation memory technology known as Double Data Rate DRAM, which some companies are backing as an alternative to RDRAM.

Rambus claims it is entitled to royalty payments from companies making either type of computer memory, and if its claims are borne out--and there is a good chance they will be--it will essentially become the gatekeeper to the computer memory industry, earning a royalty on all the DRAM chips shipped Cahners. In-Stat Group, a Scottsdale, Ariz. based market research firm has estimated the overall DRAM market as being worth $26.7 billion this year.

While the exact terms of each royalty and licensing agreement between Rambus and the various memory manufacturers are confidential, some reports have suggested they could be as much as 1% to 2% for each RDRAM chip sold, and Rambus has said that the royalty for DDR chips would be higher than that. The news has also sent Rambus stock soaring, as investors see huge dollar signs at the prospect of the intellectual property firm owning a little piece of every PC memory chip shipped regardless of its type. Shares in Rambus opened Friday more than $22 higher than Thursday's close just of $97.13.

So far, two memory manufacturers have surrendered to Rambus' patent demands. Japan's Hitachi last Thursday settled a series of Rambus lawsuits in the U.S. and Germany by agreeing to pay a quarterly royalty for all three types of memory. Hitachi did not admit to having infringed any Rambus patents. The settlement followed a similar deal with Toshiba, another Japanese company.

The two deals may have set a precedent that could ultimately force other memory manufacturers to start coughing up royalty payments to Rambus no matter what kind of PC memory they make.

The list of companies that could end up paying huge royalties to Rambus include Micron Technology (NYSE: MU - news), Infineon Technologies (NYSE: IFX - news), Samsung and NEC (Nasdaq: NIPNY - news), among others. No one is quite sure how the rest of the industry will respond to the new royalties, and Rambus has indicated that it may be in talks with other memory manufacturers to cut similar deals.

``The choices facing the rest of the industry are to do what Toshiba has done or to sit and wait until Rambus does to them what it has done to Hitachi,'' and get sued, says Steve Cullen, a Boston-based DRAM industry analyst with market research firm Cahners In-Stat Group.

Until recently Rambus has relied on no less than the world's biggest semiconductor company, Intel, to bend the memory industry to their collective will. A few years back, when Intel said it needed new, faster memory technology, Rambus was really the only game in town. Intel, with its dominance in PC processors, has more or less laid down the law to the entire industry that its next generations of processors--starting with the forthcoming Willamette processor, due this fall--would work only with Rambus DRAM.

While some memory makers, notably Korea's Samsung, fell right into lockstep with the Intel-Rambus party line, other memory makers have accepted Rambus, but not without a lot of complaints about having to pay royalties. Many have also pursued DDR, much to the chagrin of Rambus.

``The memory companies don't like the royalty model and don't want to be paying anyone for products they develop by themselves,'' says Dean McCarron, an analyst with Mercury Research, a Scottsdale, Ariz.-based semiconductor market research firm. ``While with Rambus memory they got some help, each one still views the products they develop as unique. These companies signed on with Rambus because of Intel's influence.''

And building memory chips using Rambus technology is expensive. The RDRAM chips themselves are larger, and therefore costlier, than the conventional SDRAM memory typically found in today's PCs, and manufacturing yields (the number of functioning chips versus defective chips) for RDRAM chips tend to be lower than for SDRAM, making the entire prospect of manufacturing Rambus memory an overall painful prospect.

But Rambus is beginning to see a serious challenge from the DDR camp. Like RDRAM, DDR technology lets a processor talk to a PC's memory faster than before but is easier and more cost efficient to manufacture. Micron and Infineon are two of DDR's biggest boosters, but they are also licensed by Rambus to make RDRAM. Intel's main rival in the PC processor business, Advanced Micro Devices (NYSE: AMD - news) is also strong in the DDR camp. Its Athlon processor will support both SDRAM and DDR, but not Rambus DRAM.

``DDR is gaining a lot of momentum,'' says Mario Morales, a semiconductor analyst with International Data Corp. in Mountain View, Calif. ``The market is beginning to shift away from Rambus because of DDR. There is no question that Rambus is feeling threatened. Their success is now questionable.''

Yet while Rambus-based PCs are available now, PC manufacturers are for the most part still working on bringing DDR to their systems. That has Rambus nervous and explains why it is pressing so hard to exact tribute from makers of all three types of memory.

``While we don't see DDR as an effective competitor to RDRAM, the intent is clear, and so we determined that the royalty on DDR should be higher than for RDRAM,'' says Rambus vice president Avo Kanadjian.

But struggles between DDR and RDRAM aside, Rambus stands to win no matter what. Should RDRAM ultimately turn out to be a technological turkey, Rambus is banking its future on collecting royalties on all types of computer memory no matter what the flavor. Rambus may end up with their hands in all of them.

``Hitachi and Toshiba are both very competent companies,'' says In-Stat's Steven Cullen. ``If those two have settled, there's a good chance that most others will decide not to fight Rambus on these patents either.''

Al grüßt  

1737 Postings, 8497 Tage Hans DampfEin weiterer Diskussionsbeitrag..

26.06.00 21:19

                                    Rambus roller coaster
                                      Friday, Jun. 23, 2000 16:30 PDT

                                  By Jim Woods, America-iNvest.com

Shares of chip technology firm Rambus (RMBS) are on a rampage. The stock surged nearly 18% at midday Friday on news it had settled its legal dispute with Hitachi (HIT) over patent infringement and the payment of licensing fees for the use of Rambus’ technology.

The deal comes less than a week after Rambus inked a similar licensing
agreement with Toshiba (TOSBF) for the use of Rambus’ patented technologies.

The deals will add significantly to the company’s revenues, with one industry  analyst speculating that the Hitachi deal alone could generate up to $9 million in revenues for Rambus this year.

The latest round of agreements lends credence to the argument that the whole semiconductor manufacturing industry owes Rambus royalties for the use of its patented chip-processing technologies.

The big question everyone is asking on Wall Street is will these current and
possible future royalty agreements be enough to keep the company and its
stock rolling?

Difference of opinion

There is a heated debate in both analyst and investor circles as to whether
Rambus is the kind of company that will prosper in the long term, or whether it is simply a speculative stock that is the subject of day traders’ dreams.
The debate revolves around the issue of the semiconductor industry’s adoption of an industry standard for chip technology, and whether it will embrace Rambus’ version of the dynamic random access memory known as RDRAM.

Only about 2% of memory chips today use the technology. Most chip makers
prefer to use synchronous DRAM, or SDRAM technology, with one notable
exception: Intel (INTC).

                   Intel has been behind Rambus
                   since 1996 and has been
                   championing RDRAM as the
                   industry standard. But while
                   Intel is certainly an industry
                   behemoth, it isn’t as big as
                   DRAM maker Micron
                   Technology (MU), which has
                   not integrated Rambus
                   technology into its chips.

Larry Woods, an independent technology analyst, has covered the whole
Rambus issue for several years and feels that Intel has “been trying to cram
RDRAM down everyone’s throat.” Woods feels that Intel has not executed this
plan well, typified by its recent recall of close to a million defective
Rambus-compatible motherboards.

Although Woods says that the recent licensing agreements are a positive for
Rambus, he also feels that even the most optimistic revenue estimates
generated by the payment of royalties for Rambus technologies “do not support the [stock's] current wave of euphoria.”

Drew Peck, analyst with S.G. Cowen, agrees. He says that if all the chip
manufacturers agreed to pay Rambus royalties, it would generate about $280
million in revenues per year. “That still wouldn’t be enough to justify the
valuation of Rambus.” Peck says the volatility and recent price run-up in
Rambus is the result of strong investor emotion, and not the product of rational valuation analysis. Only the most intrepid speculators should consider the stock, he says. “If you ask me should I buy the stock, I wouldn’t discourage you, but it’s not something I would buy for my kid’s college fund,” Peck told America-iNvest.com.

Rambus, however, is not without its fans. The most prominent is Morgan
Stanley Dean Witter’s Mark Edelstone, who upgraded Rambus shares to a
strong buy from outperform after the Toshiba deal was announced June 16.

“We believe it is likely that several more companies will complete licensing
agreements before the end of the year, and Rambus should continue to
advance as more companies license its patents,” Edelstone said. He has a
12-18 month price target of $200 on the stock. As of this writing, Rambus
shares were trading at $116 1/16.

Whether Rambus’ royalties will continue to fuel its growth may be a matter of debate, but one thing that can’t be debated is the stock’s recent performance.

Gruß Dampf  

10739 Postings, 8804 Tage Al BundyTja, so geteilt waren die Meinungen

26.06.00 22:59
auch schon, als Rambus bei (gesplittet) 20 standen und ich bin so schlau wie vorher. Zukaufen? Verkaufen? Teilverkauf? Ich weiß es nicht und lasse sie erstmal unter strengster Beobachtung weiterlaufen.

Al grüßt  

3516 Postings, 8447 Tage baanbruchIhr Rambus-Spezies: Niemand von Euch von der Diraba verarscht bzw. geschädigt?

27.06.00 21:26
Habt Ihr alle Euer Depot bei einer richtig funktionierenden Bank?
Wenn mir doch bloss mal ein DAB-Kunde mit Rambus-Aktien sagen würde,
ob bei ihm (oder ihr) inzwischen endlich die richtige Anzahl (nach Split)
verbucht ist.
Sämtliche Diskussionen über Halten/Nachkaufen/Verkaufen sind für mich
zur Zeit recht unrealistisch, weil ich wegen DAB-Blödheit überhaupt
nicht agieren kann.

Wer kennt sich denn wenigstens mit folgendem aus?:

Gesetzt den Fall, ich habe 25 Aktien, die demnächst 1:4 gesplittet
werden sollen. Danach hätte ich also 100.
Wenn nun meine Bank ewig und 5 Tage braucht, um so einen superschwierigen
und ach so seltenen Vorgang in den Griff zu kriegen und ich auch Wochen später noch nur 25 im Depot finde  ---
   kann ich dann wenigstens diese 25 zum Verkauf stellen und bekomme
später (vielleicht noch vor Weihnachten) dann noch 75 dazu?

Bei Börse Online stand vor einigen Monaten, dass die in Ihrem Musterdepot
die Sony-Aktien nicht verkaufen konnten, weil die Berichtigungen nach dem Splitt in Japan in BRD erst so spät nachgemacht wurden. Hätten die nicht
wenigstens ihren bisherigen Bestand abgeben können (ohne die Berechtigung
auf die zusätzlichen Aktien zu verlieren)?

Tut mir leid, Euch hiermit zu langweiligen. Wenn die DAB nicht so ein
Saftladen wäre, müsste ich Euch hiermit gar nicht erst belästigen.

Also: Rambus vor! Und noch ein Tor (oder wenigstens 100 Euro-Punkte)!

10739 Postings, 8804 Tage Al Bundybaanbruch:

27.06.00 22:44
Versuch es doch mal mit einer telefonischen Anfrage bzw. Reklamation bei der DAB. Soweit ich weiß, kannst Du zumindest den Altbestand veräußern.
Ich habe mein Konto bei Comdirect.

Al grüßt  

3516 Postings, 8447 Tage baanbruchDanke an Kelly's Dad! Versuch es mal mit Reklamation? Habe doch schon

28.06.00 18:58
4 mal reklamiert!

Bei der Diraba ist der Kunde nun mal angeschissen, wenn die pennen
und was schief geht.
Bezgl Reklamationen ist die comdirect besser und schneller.

An alle DAB-Kunden, nochmals:

wie sieht es bei Euch mit Rambus aus ?

Seite: < 1 | 2 >  
   Antwort einfügen - nach oben