Is Rambus ready to play ball?

Bill Teel and Cor van Dobben Bruyn ask and analyze that question in a recent edition of their Semiconductor Investment Review (SIR).

Rambus longs know Bill Teel from his days as the lead technology analyst for Hager Technology Research. Cor van Dobben Bruyn has 40 years of experience in the electronics and software industries and is the publisher of the semiconductor investment resource: Chipstocks.net.

In Is Rambus Ready to Play Ball? a few of the SIR topics include:
Rambus’ Technology Today
Business Breakdown
Royalties Derived from Memory Chips & Memory Controller IP
Cell Related Royalties
The Intel Contract for the use of the Patent Portfolio
Other Parallel I/O and Serial I/O (RaSer)

Hager subscribers will appreciate the charts with various scenarios.

The analysts declare:

The primary objective of Semiconductor Investment Review is to uncover compelling investment opportunities and emerging themes in the semiconductor industry.

Issued monthly, our comprehensive research reports, and follow-on commentary, highlight the companies and trends that define, or disrupt, the course of the semiconductor evolution, and present significant opportunities to investors along the way.

With a special focus on companies with valuable and essential intellectual property, we pay close attention to an area that is becoming the cornerstone of the competitive edge for many industry players.

To track this trend, we have created the Semiconductor Intellectual Property Index (The SIPI). In the index, we are including companies that are largely driven by their intellectual property, and play a defining role in their particular niches. The index is set to 100 on January 1, 2004.

The Homepage for Semiconductor Investment Review is here.