11/29 | RMBS Message Board Posts


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Msg  795739 of 795854  at  12/1/2022 12:04:30 PM  by

valuationguy


 In response to msg 795736 by  dfwl28
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Re: 11/29

 dfwl28
 
You are seriously misinterpreting Luc's comments here.   The way you are arranging fragments of his comments makes it appear that the buffer business is projected only to grow 5-10% next year (a relative disappointment to the rest of the business).
 
However...his 5-10% growth projection is based on silicon IP sales ($120-$130M) which grew 50+% in latest 12 months....and the reason behind it is that there is uncertainty whether Rambus will be able to continue selling IP to China due to trade restrictions the Biden admin is placing on IP tech "sharing" with China.
 
I agree with your comments about Rambus's efforts to get into the security infrastructure market is highly disappointing...but that is just because I don't KNOW whether the 50% growth last year in silicon IP was driven by security rather than CXL 1.0 tech.  
 
VG 


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