C-Cube Message Board - Msg: 1904491

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Technology Stocks : C-Cube

CUBE 36.71

+0.2%

2:59 PM EST

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To: John Rieman who wrote (20174)	8/5/1997 5:03:00 AM
From: BillyG	of 50808

[Off Topic] Here's a RMBS bear's view of earnings: exchange2000.com My view: Earnings are hard to predict, but they hinge on whether RMBS will become the standard memory interface for Intel processors. Intel has licensed the technology and indicated that RMBS will be the standard (Intel owns a percentage of the company). The royalty rate for memory chip manufacturers will be about 2% after Intel ships its first PC with a Rambus memory interface. The current royalty rate is greater than 2%. If you take the future market for memory chips in PCs and multiply by 2%, the number gets large. Also, there's a very high profit margin on royalties. . . All of this is related to Intel trying to control more of the PC. They already make most of the motherboards. They want to control the glue logic and graphics (Chips & Technologies). And now they want to control the memory interface (RMBS). Just my opinion.

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