Feeds

Rambus Ink goes through the roof

News from the front line

  • alert
  • submit to reddit

Reducing security risks from open source software

Crash Register Rambus (RMBS) Even hard pressed Rambus executives must be wondering what is happening to its stock price. The last time we looked, while writing this piece, the share price stood at $281, notwithstanding the Phlegm of the Week we received this morning. A very large memory manufacturer, who declined to be named, asked us if we understood what is happening in the market. We re-iterated our view that this was a day trader phenomenon, and we heard from some rather more sympathetic souls this morning that what was happening was an awful lot of short buying in the morning, followed by a lull as other day traders tipped in, and a quick sell before the evening close of play. We all know the song See Saw Marjorie Daw well enough, but surely this has gone far enough, especially, as the memory exec pointed out to us on the blower, that Rambus will only sell around 10 millions of its famous RIMMs to the end of Q2. Can it all be due to the PlayStation? Non. As one colleague pointed out, the bigger the bubble gets, the bigger the pop will be when the share price is lanced. As we revisited this story at 1700H, the share price stood at $286 but had wavered at around $295. OK. Let's revisit this. What does Rambus have? It has intellectual property and has no fabs. It imposes a royalty on memory manufacturers who make its chips. Although in theory it is a future technology, even Intel (INTC) says that it will use double data rate (DDR) memory in its Foster (nee Willamette) technology, while someone of the stature of Peter Glaskowsky, at Microprocessor Report, told us at the Intel Developer Forum (IDF) that there will be SDRAM solutions for Willlamette at launch time. Meanwhile, a white paper from Intel, as we reported accurately yesterday, suggested that DDR could give equal bandwidth to Rambus RIMMs... Lucent (LU) The firm with the famous Ring of Fire logo (ticker LU) is currently trading at $58.9375, but that share price is set to soar, according to our moles. It is investing a wedge of dosh in UK company Cambridge Silicon Radio (CSR) which is set to float...maybe in Autumn. Given the ambitious targets CRS has set itself, and notwithstanding the poor Q the Ring of Fire recently reported, this has got to be some kind of a bargain. Compaq (CPQ) The Big Q opened at $25.5 on Wall St this morning, obviously unmoved by stories of a new chief financial officer from Kodak as well as a massive deal with the French nuclear agency. But this has got to be one that's worth something for the long haul. Its share price has doldrummed since Eckhard Pfeiffer and the Pfeifferettes baled out of CPQ last year. More enterprises are on the way, we are given to understand. AMD (AMD) AMD edged up a couple of bucks from its yesterday closing price of $37.75, with markets apparently unmoved by the aggressive stance it is taking against the Great Satan of Chips (ticker INTC). However, we understand that estimates of AMD's sales as compared to INTCzilla's since the beginning of the year show that the little teeth are beginning to sink into the flanks of the big dinosaur...we'll be interested to see what happens at close of play, later today. As with all of our views of the market, the punters will probably go contrariwise... ®

Eight steps to building an HP BladeSystem

More from The Register

next story
BBC goes offline in MASSIVE COCKUP: Stephen Fry partly muzzled
Auntie tight-lipped as major outage rolls on
iPad? More like iFAD: We reveal why Apple fell into IBM's arms
But never fear fanbois, you're still lapping up iPhones, Macs
White? Male? You work in tech? Let us guess ... Twitter? We KNEW it!
Grim diversity numbers dumped alongside Facebook earnings
HP, Microsoft prove it again: Big Business doesn't create jobs
SMEs get lip service - what they need is dinner at the Club
Bose says today is F*** With Dre Day: Beats sued in patent battle
Music gear giant seeks some of that sweet, sweet Apple pie
Amazon Reveals One Weird Trick: A Loss On Almost $20bn In Sales
Investors really hate it: Share price plunge as growth SLOWS in key AWS division
Dude, you're getting a Dell – with BITCOIN: IT giant slurps cryptocash
1. Buy PC with Bitcoin. 2. Mine more coins. 3. Goto step 1
There's NOTHING on TV in Europe – American video DOMINATES
Even France's mega subsidies don't stop US content onslaught
You! Pirate! Stop pirating, or we shall admonish you politely. Repeatedly, if necessary
And we shall go about telling people you smell. No, not really
prev story

Whitepapers

Top three mobile application threats
Prevent sensitive data leakage over insecure channels or stolen mobile devices.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Boost IT visibility and business value
How building a great service catalog relieves pressure points and demonstrates the value of IT service management.
Designing a Defense for Mobile Applications
Learn about the various considerations for defending mobile applications - from the application architecture itself to the myriad testing technologies.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.