![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Saturday, December 04, 2004 6:25:25 AM
calbiker,
Thanks for your odds-making opinion.
re: I give a 60% chance that PS3 uses XDR.
My unscientific impression is the popular press and investment community expect XDR to be used in PS3, although you and elixe caution otherwise, and Rambus has advised consistently there has yet to be an announcement by Sony about their memory choice for PS3.
As important, elixe's royalty calculations for PS2 suggest the impact on royalties is minor either way.
But because expectations are high it will be XDR, it is priced into the stock already, and probably valued higher than the reality. So, when the memory component is announced, would expect the stock to take a decent hit if it is not XDR.
re: There's probably a 80% chance that the Cell uses Redwood.
The reverse here is true, according to my gut. Most are focused on Rambus IP in the PS3; few expect Redwood to be used in every Cell implementation. So, if this is true, the stock will jump big should this news be announced and its implications understood.
Legitimately, we can surmise from elixe's PS2 royalty calculations the real brass ring is not likely the PS3, regardless of memory type, but instead Redwood in every Cell application, assuming Cell is a success and there are many applications on multiple consumer electronics, computing, and networking platforms.
So, your odds look good to me : )
Just my opinion.
Threejack
Recent RMBS News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 07/31/2024 08:45:36 PM
- Rambus Reports Second Quarter 2024 Financial Results • Business Wire • 07/29/2024 08:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/29/2024 08:04:53 PM
- Rambus Expands Industry-Leading Memory Interface Chip Offering to High-Performance PCs with DDR5 Client Clock Driver • Business Wire • 07/29/2024 08:02:00 PM
- U.S. Index Futures Climb Pre-Market as Tech Earnings, Fed Meeting Loom • IH Market News • 07/29/2024 10:25:38 AM
- Rambus to Announce Second Quarter Fiscal Year 2024 Results • Business Wire • 07/08/2024 08:05:00 PM
- Rambus to Present at Upcoming Investor Conferences • Business Wire • 05/14/2024 10:27:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/08/2024 08:22:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/08/2024 08:14:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/07/2024 08:52:09 PM
- Rambus Reports First Quarter 2024 Financial Results • Business Wire • 04/29/2024 08:05:00 PM
- Rambus Expands Chipset for Advanced Data Center Memory Modules with DDR5 Server PMICs • Business Wire • 04/29/2024 08:02:00 PM
- U.S. Futures Rise in Pre-Market Trading Amid Key Federal Reserve Meeting and Earnings Week Ahead • IH Market News • 04/29/2024 11:12:54 AM
- Rambus to Announce First Quarter Fiscal Year 2024 Results • Business Wire • 04/08/2024 08:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/11/2024 08:05:25 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/08/2024 09:10:53 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/08/2024 09:05:56 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/08/2024 09:02:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 06:36:31 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/07/2024 09:06:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 06:26:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2024 09:34:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2024 05:48:21 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 11:21:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2024 09:18:52 PM
Alliance Creative Group (ACGX) Releases Q2 2024 Financial and Disclosure Report with an increase of over $130,000 in Net Income from Q2 2023 to Q2 2024 • ACGX • Aug 14, 2024 8:30 AM
Avant Technologies Unveils AI-Powered Healthcare Infrastructure to Deliver Intelligent Healthcare Solutions • AVAI • Aug 14, 2024 8:00 AM
SANUWAVE Announces Record Quarterly Revenues: Q2 FY2024 Financial Results • SNWV • Aug 13, 2024 7:11 AM
Kona Gold Beverages, Inc. Nears Completion of Reverse Merger with New Candidate • KGKG • Aug 12, 2024 10:00 AM
Maybacks Global Entertainment and DigiTrax Entertainment Sign Agreement to Broadcast "Karaoke Cloud" on iDreamCTV • AHRO • Aug 12, 2024 8:45 AM
HealthLynked Partners with RxSpark to Enhance Medication Access and Management for Patients • HLYK • Aug 12, 2024 8:00 AM