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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%3:59 PM EST
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To: kash johal who wrote (11951)10/7/2000 1:39:22 PM
From: combjellyRead Replies (2) of 275872
 
Kash, RE:Rambus
It would depend on the exact wording of Intel's license whether or not Rambus could sue even if they want to. Even if Rambus decided they wanted Intel to explicitly recognize the aspects that SDRAM and DDR are supposed to use, they could just offer them a license for some very cheap price, say $0.05 per interface port.

I am of the opinion that Rambus licensed Oki, Hitachi and Toshiba by offering them a very low price and/or stock options to sign on. Since the deals included already shipped product, it should be showing up on this quarters profits which report on the 18th. They reported $6.6 million in royalties last quarter, I am willing to bet that they don't report a whole lot more on this next report, maybe $8 million, to account for growth other than SDRAM royalties. I guess it is possible that the new licensees got some stock to cover what they paid in royalties, it should be possible to find this out.

My point is that I think that Rambus has got themselves stuck in a pyramid scheme and they have to generate these headlines and "victories" to keep their stock from tanking so that they can afford to design products that actually sell.
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