Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Bilow who wrote (76142)	10/20/1999 1:31:00 AM
From: Paul Engel	Read Replies (3) of 1581507

Bilow - Re: "The terms of the Rambus warrant that Intel holds is that it isn't exercisable until a certain percentage of Intel chip sets go with RDRAM. (Or something like that.) " The "magic number" is 20% and yes, the Option Strike Price is $10. Now, when Intel's Timna hits the road next year (2000) - with on-CPU Chip Set Direct RDRAM controllers - my guess is that 20% level may sneak up pretty fast - maybe by mid 2001. I wonder what RAMBUS's stock price will be if 20% of ALL PCs have RAMBUS memory by mid 2001 ? Do you think that RAMBUS's stock will be more that $10 with a 20% market share ? Do you know what 20% of the MEMORY market is - in DOLLARS ? Think about it ! Paul

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