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Re: Ron Black in LondonTwobyte,
I agree it is noteworthy that Rambus has chosen IDF as the event to unveil this new memory product. It will be interesting to learn who the customers are that will be targeted for this new memory product. Obviously from the clues previously disclosed by the CEO it points to the server market but who is the end customer(s)?
Is it the server/blade manufactures? Is it the server/blade processor manufactures? Is it the memory manufactures?
In other words, who is going to sell and buy this new memory product and how is Rambus going to generate revenue from it?
Still a lot of unanswered questions in my opinion, but it looks like we won’t have to wait much longer to find out the answers to these questions. |
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Msg # | Subject | Author | Recs | Date Posted |
749939 | Re: Ron Black in London | sotb | 10 | 6/30/2015 8:27:45 PM |