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Politics : Ask Michael Burke

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To: Earlie who wrote (76865)	3/1/2000 6:55:00 PM
From: Steve Lee	Read Replies (3) of 132070

They are revs, not earnings. Royalty of 1.5% is assumed. Actual average royalty will be higher. 1.5% is the PC RDRAM royalty. The non-PC apps attract higher royalty levels. From memory, the revs represent 16% of $30B market this year and fifty something % of $60B in 2002. That is just for PC RDRAM and assuming that this accounts for 70% of RMBS revenue in 2000 and 35% in 2002, as per company guidance. The $1.3 NON - PC this year consist of about $1 from Playstation, which generates $2 royalty per unit, for 12 million units (according to Sony) divided by 23.8 million shares. The other $0.3 comes from HP printers, Motorola embedded, Nintendo 64 and the like. That's all I can remember off the top of my head. Note - this assumes Rambus does not win the patent suit. If they do, then these figures will need revising upwards massively.

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