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Strategies & Market Trends : Sharck Soup
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To: Sharck who wrote (20668)5/4/2001 9:58:53 PM
From: Wes Stevens  Read Replies (1) of 37746
 
RMBS does not have sales - it is all royalties. I do not know the percents today, but I know they make a lot more on SDRAM the DDR and RDRAM because of the volume of the SDRAM sales. The stock jumped pretty good in the last few days because the DDR royalties were made public and are high 3.5%. That is a little misleading as they probably are tiered - i.e. the more ddr ram modules they make the less royalties they pay. Right now there is not much ddr production or rdram either but it is increasing.

As far a appeals it is not may area, but I think it would be tough and for sure costly.

Bottom line is they will probably loose their sdram and ddr royalties. The question is what are the rdram royalties worth?

I am short from ah at 15.40. I think it will be worth 3 to 4 points, but this stock has some fanatical followers so I will be putting a stop on it.
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