Rambus jetzt kaufen! 01.10.03 bis $50 (Seite 670)

[werner_w.]

SAN FRANCISCO (CBS.MW) - Rambus shares surged as much as 13 percent Tuesday on speculation the company is closer to settling outstanding litigation with leading memory chipmaker Micron Technology.
"Rambus stock trades on two things, legal developments and speculation. It rarely trades on fundamentals," said Erach Desai, analyst with American Technology Research.
Los Altos, Calif.-based Rambus saw its shares surge $3.47 to $29.97 while the rest of the hardware group barely budged, after Bloomberg News reported that Micron may admit it conspired with chipmakers Infineon, Samsung and Hynix Semiconductor to control memory-chip prices.
The admission would come as part of an agreement to avoid federal prosecution by giving the Justice Department information that could bolster a case against the other companies, according to the report, which cited people familiar with the matter.
Any deal with Micron and Justice could weaken Micron`s position in an ongoing legal dispute with Rambus, and possibly lead to a settlement in Rambus` favor, according to Desai. Rambus would be able to argue that sales of its RDRAM type memory chips were harmed by alleged price fixing of competing chips, he said.
A settlement with Micron (MU: news, chart, profile) also could help Rambus (RMBS: news, chart, profile) license more of its chip patents to other memory chipmakers, and that could boost the company`s earnings in time, Desai said.
Rambus has argued in court that its RDRAM patents apply to more common memory-chip standards used by Micron and others. While some companies have agreed to pay Rambus royalties for its technologies, leaders including Micron and Infineon have not.
"Hypothesize that, if the whole industry pays Rambus a royalty, that the company could have something close to $2 of earnings power annualized. I believe they can. Put a 20- to 25-times earnings multiple on that, and you can get to a $40 or $50 stock," Desai said.
Rambus is expected to earn 18 cents a share for all of 2003, according to two analysts polled by Thomson First Call.
Ron May, Rambus spokesman, said he could not comment on the status of the lawsuits or any possible settlements.
"If Micron wants to settle with us, we`re looking forward to getting everything behind us," May said.
Still, it will be hard for a great number of companies to license Rambus` technology, says Krishna Shankar, chip analyst with JMP Securities. He says Rambus has "great fundamental technologies", but it will be hard for them to push into mainstream PC and server -chip markets.
"You have to value this company based on its licensing and royalty revenue stream for niche markets like consumer electronics and high-end networking gear," Shankar said.
The legal wrangling between Rambus and Micron goes back about a decade. Rambus is being sued by the Federal Trade Commission for allegedly pulling a fast one on a semiconductor industry group called the Joint Electron Devices Engineering Council in the `90s by pushing for memory-chip standards for products on which Rambus already had the underlying patents.
"The ongoing DOJ investigation is unrelated to Micron`s case against Rambus, or the Rambus FTC case," said David Parker, Micron spokesman. "Our case against Rambus in Delaware is currently stayed, and we look forward to that case proceeding at some point in the future," he added.
Rambus has long held that it has done nothing illegal, and in its defense, argued the existence of a scheme to illegally fix prices on memory chips that compete with Rambus` technology.
Last week, a judge in the case said he would need more time to weigh evidence in Rambus` FTC case, sending Rambus shares lower by nearly 15 percent.
Mike Tarsala, San Francisco

[Dr.Pugge]

Hallo !Ich lese hier seit 3 Jahren jeden Tag -Ich glaube ich treffe nie den richtigen Kurs um meinen Schnitt zu drücken !
Was solls -haubtsache die Kohle kommt wieder !!!

[Dr.Knittel]

@all
Gibt es irgendwelche Neuigkeiten? Dachte die kommen erst am 17.02.04. Oder ist es gar die Rambusjahresendrally?

MfG
Dr.Knittel

[161178]

UNSERE SYLVESTER RAKETE IST ANGEZÜNDET




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[Jockl2]

Sie rührt sich!Vorbörse bei 28,74$

[strmi]

Micron bekennt sich der DRAM Preismanipulation schuldig.
Und der RMBS Kurs in Europa rührt sich nicht

[Lekaro]

Hi,

habe vor mir in den nächsten Tagen einen RAMBUS Optionsschein ins Depot zu legen. Welches sind eure Favoriten in diesem Bereich?

[Indiancigar]

PCI is schwer am kommen,und es basiert in Teilen auf Rambus-RaSer

MONDAY, DECEMBER 29, 2003
TECHNOLOGY TRADER
By BILL ALPERT

Intel Raises the Speed Limit

"GET ON THE BUS!" That`s Intel talking. The bus in question is the PCI Express -- the next generation of the "bus" line that carries data inside a personal computer, between the processor and other chips. The PCI Express will screech out of factories this coming spring, and its tire tracks could extend far beyond the PC industry. PCI Express technology, which promises to be one of the most important innovations of 2004, plays a key part in Intel`s plan to extend its empire into networking and telecommunications.

For several years now, computer industry committees have tinkered on the PCI Express, developing it as a successor to the PCI bus that runs inside of today`s PCs. While Intel has revved up processor speeds to billions of cycles a second, the old bus technology has become a performance bottleneck. PC graphics and communications suffer particularly from the unpredictable delays of waiting for slow computer buses. The new PCI Express will explode the bandwidth inside a computer, boosting transfer rates to up to 16 gigabytes a second. That`s enough to move the contents of three DVDs each second.

Intel will first implement the PCI Express in a set of processor support chips code-named Grantsdale, which will ship with fast new versions of the Pentium 4. Graphics performance will immediately benefit, as even the entry-level PCI Express products will have twice the connection speed of today`s graphics systems. That`s an exciting prospect for graphics accelerator specialists like ATI Technologies and Nvidia. Smaller chip makers are also rubbing their palms together, including Integrated Circuit Systems whose clock chips keep computer parts working in synchrony. ICS believes PC circuit boards will need more clock chips to work with the PCI Express. Marvell Technology Group and Toronto-listed Tundra Semiconductor will also be shipping PCI Express versions of their chips.




MONDAY, DECEMBER 29, 2003
TECHNOLOGY TRADER
The PCI Express will please PC gamers, but it should also cheer data-center bosses who do mission-critical computing on Intel-based hardware. Many of those high-powered computers use Linux system software -- an operating system that`s gotten its own upgrade in the past year. Distributors like Red Hat Software now supply versions of Linux for computers containing more than a dozen processors. A PCI Express backbone will make such Linux boxes more formidable rivals to Unix-based systems from the likes of Sun Microsystems.

The large-system market is where Intel`s computing ecosystem starts to overlap with the communications ecosystem inhabited by firms like Cisco Systems and Lucent Technologies. In recent months, Intel has been promoting PCI Express as a new technology standard for gear used by phone companies and Internet providers. Historically, the communications gear makers crafted their own chips for interconnecting the boards inside their boxes. Now, Intel wants them to use PCI Express for board-to-board connections in telecom gear -- or "blade-to-blade," in geektalk -- with the help of another layer of technology called Advanced Switching Interconnect.



An Intel-bolstered industry group unfurled the Advanced Switching standard in October 2003. Unlike the PCI Express technology that Intel plans for computing, the Advanced Switching Interconnect doesn`t route all data traffic through a central processor, and thereby allows the kind of speedy traffic flow demanded by networkers.

The communications market is where the Intel-backed PCI Express bus will find itself in a demolition derby. Networking vendors have rolled out a rival technology for connections inside of their boxes -- it`s called RapidIO. Like PCI Express, the RapidIO technology has plenty of bandwidth. It`s also backed by Intel chip rivals like IBM, Motorola and Texas Instruments, who aren`t eager to help Intel expand beyond computing. Systems firms involved with RapidIO include big names like Lucent, Cisco, and EMC. But a little Chelmsford, Mass., firm called Mercury Computer Systems developed some of the technologies behind RapidIO. A Nasdaq-listed firm that has sold specialized computers to defense and medical customers, Mercury is betting heavily on RapidIO.

Intel`s not alone in pushing the PCI Express alternative. Communications gear makers like Alcatel are hedging their bets by participating in both the Intel-backed standard (with its Advanced Switching add-on), as well as RapidIO. Likewise for chip makers like Xilinx.

PCI Express will enjoy one big advantage when PCs start shipping with technology this spring: Those huge unit volumes will drive down the cost of the parts, in comparison with rival interconnection technologies like RapidIO. Don`t bet against Intel, in the bus wars.


MONDAY, DECEMBER 29, 2003
TECHNOLOGY TRADER
The PCI Express will please PC gamers, but it should also cheer data-center bosses who do mission-critical computing on Intel-based hardware. Many of those high-powered computers use Linux system software -- an operating system that`s gotten its own upgrade in the past year. Distributors like Red Hat Software now supply versions of Linux for computers containing more than a dozen processors. A PCI Express backbone will make such Linux boxes more formidable rivals to Unix-based systems from the likes of Sun Microsystems.

The large-system market is where Intel`s computing ecosystem starts to overlap with the communications ecosystem inhabited by firms like Cisco Systems and Lucent Technologies. In recent months, Intel has been promoting PCI Express as a new technology standard for gear used by phone companies and Internet providers. Historically, the communications gear makers crafted their own chips for interconnecting the boards inside their boxes. Now, Intel wants them to use PCI Express for board-to-board connections in telecom gear -- or "blade-to-blade," in geektalk -- with the help of another layer of technology called Advanced Switching Interconnect.



An Intel-bolstered industry group unfurled the Advanced Switching standard in October 2003. Unlike the PCI Express technology that Intel plans for computing, the Advanced Switching Interconnect doesn`t route all data traffic through a central processor, and thereby allows the kind of speedy traffic flow demanded by networkers.

The communications market is where the Intel-backed PCI Express bus will find itself in a demolition derby. Networking vendors have rolled out a rival technology for connections inside of their boxes -- it`s called RapidIO. Like PCI Express, the RapidIO technology has plenty of bandwidth. It`s also backed by Intel chip rivals like IBM, Motorola and Texas Instruments, who aren`t eager to help Intel expand beyond computing. Systems firms involved with RapidIO include big names like Lucent, Cisco, and EMC. But a little Chelmsford, Mass., firm called Mercury Computer Systems developed some of the technologies behind RapidIO. A Nasdaq-listed firm that has sold specialized computers to defense and medical customers, Mercury is betting heavily on RapidIO.

Intel`s not alone in pushing the PCI Express alternative. Communications gear makers like Alcatel are hedging their bets by participating in both the Intel-backed standard (with its Advanced Switching add-on), as well as RapidIO. Likewise for chip makers like Xilinx.

PCI Express will enjoy one big advantage when PCs start shipping with technology this spring: Those huge unit volumes will drive down the cost of the parts, in comparison with rival interconnection technologies like RapidIO. Don`t bet against Intel, in the bus wars.

[edgar99]

Hi,

ich werd´ auch noch ein bisschen RAMBUS aufstocken; kann ja nie schaden.

edgar99

[rambusfan]

Rambus ist ein Juwel, 37$ Ende Februar 2004 ist realistisch, 200$ bis 2007 wahrscheinlich (Prognose Fred Hager von 1000$ (a nice Dream)