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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST
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To: Dave B who wrote (36991)2/11/2000 4:06:00 PM
From: Dave B   of 93625
 
Part 3 of 5

Testers

Gary wanted to debunk the myth that there were no demand for testers. He said that dozens and dozens of testers have been ordered from and shipped by Schlumberger, HP, and various Japanese companies. He said that Rambus was not aware of any orders for Teradyne testers. [Note: didn't Teradyne already admit that it was there own problem?]

Rambus - Phase I

Harmon summarized Phase I of Rambus (1990-1999) as:

- IP Development
- The application of their technology to the memory interface
- $1.25B of Rambus-based products have shipped
- By the end of the year Rambus expects royalties to make up 50% of their revenues (up from about 20% now)

Rambus - Phase II

Tate took over next. He described Phase II as:

- Solidify position in PC and consumer digital video markets
- Push Rambus standard by advancing their technology lead
- Apply the standard to new markets (e.g. communications)
- License their IP for non-compatible uses (e.g. SDRAM, DDR)
- Leverage the IP business model

RDRAM Cost Differential

Yes, RDRAM is more expensive. Tate says that it's currently 40% more expensive to produce RDRAM based on the feedback they're getting from the manufacturers. Pricing, on the other hand, is completely supply/demand driven. The following table shows the relative breakout of the incremental costs of RDRAM over SDRAM in 2000, and the expected improvements for 2001 (as an example it costs twice as much, or 100% more, to package the RDRAM today as it costs to package SDRAM):


             2000     2001
Die size      25%      10%
Test          55%     1-2%
Package      100%      10%
Total         40%      10%
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