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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (117228)6/22/2000 7:01:00 PM
From: ajbrenner  Read Replies (1) of 1570751
 
Re:"Seems to me that rambus has a lock on huge profits for next 4-5 years."

Kash,

I'm not so sure about those huge profits. The day that the Toshiba settlement was announced there was an analyst on CNBC (sorry forgot which one) who was saying that even if all the memory makers came to the table the royalties would only be worth about 200 million a year. I think that this figure assumed something like a 2% royalty.

ajb
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