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Re: Rambus (RMBS) Seen as Apple Pay Beneficiary at JefferiesRe: "...IMO, the lack of understanding of the business model is a real flag...." Hey elixe, If by flag you mean an item for attention, I agree. The fact the Jeffries analyst expects CryptoManager to be adopted on mobile payment platforms (plural) Google Wallet is very encouraging and the real news to me. But I'm a Ramboid. He purposely mentions Apple Pay in his headline (correct me if I'm wrong, but thought I read posts you made to 2BB in the past couple weeks suggesting Apple Pay wouldn't need CM??). As for understanding the CM business model, I plead ignorance. Imagine it will involve a license payment by the chip manufacturer for the CM core, a payment by the device manufacturer when the CM keys are programmed, and a transaction fee paid by VISA or Master Card, the bank, the vendor, or the purchaser?? A couple years away?? There are some clues in here. So, what do you think the CM mobile payments business model involves? TIA |
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