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Re: Molly - What do you think about the LDT Growth?<<Me: What do you project for LDT revenue from Acacia? You: Not as much as the MOU. What do you think about MOU revenues, particularly if two sign up?>> Rambus on the MOU: <<We did disclose at our Analyst Day in June that we signed an MOU with a significant customer on a new memory architecture program. This program continues in full force, and we have received positive feedback on the solution from a second major customer. So we're even more excited about the project today and are on track for 2016 revenue.>> I have no idea what new memory architecture they’re talking about, the application it targets or who the “major customer“ is. Nor who will be the source of the solution or if it’s sole source. Is it a new SoC and DRAM I/O? Does it require the memory industry to produce a new DRAM? Is it a non volatile development effort? Could be many things. And 2016 is a long ways off. So far it’s just marketing speak with zero hints at what it might be other then a new memory architecture. OTOH, Rambus is receiving revenue from Acacia/IDT. So what does that amount to? TIA |
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