Micron Vs. Rambus: Is Either Memory Chip Company Worthy Of Investment At This Time?
Micron is a much larger company than Rambus. Micron has historically had a cyclical revenue stream. Rambus has huge margins because of its IP revenue. Rambus's price is up by 50% in the last year while Micron's is down 25%.
Micron Technology, Inc.$Micron Technology (MU.US)$and Rambus Inc.$Rambus (RMBS.US)$are both involved in the manufacture of memory chips. Micron actually makes and sells the complete chip modules (as shown in the above picture) while Rambus manufactures components and licenses IP (Intellectual Property) that are used in the modules themselves. In fact, Micron is one of RMBS's biggest customers.
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