<<I think we are approaching an upward inflection and steeping of the company's growth curve that could launch us up well beyond the $6-7B level,>>
I'll be quite happy with $5 or $6 billion. Anything higher would be even better.
Anything is possible here - that's because once the market starts to see that
Rambus will have a leadership position in a critically important interconnect
standard (CXL), that's going to be very good for the stock. Not only does
Rambus excel at the memory buffers for that interconnect, they also excel
at the PCIe SerDes as well as the security that goes into the standard.
Rambus is the only one who does all three!
It's still a couple of years out before that really starts to take off, but once the
market sees it, that's going to be fun to be an investor in RMBS again.
There's room for growth before that because Rambus DDR5 buffers, PMICs,
SPD hubs, etc. will start to trickle out in the coming months.