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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: rel4490 who wrote (19479)	3/6/2000 8:29:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Re RMBS-- Rambus presented today at the MSDW tech conference and opined that the market for its products would be $100 Billion by 2003. Surely they meant that the sale of chips that might contain their technology would amount to that amount? Thus the revenue potential for RMBS would be some small percentage of that? Can you clarify or point to a hyperlink? TIA and Best, John PS--What is the current best guess on the average royalty rate?

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