Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 111.54

+3.5%

3:36 PM EST

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To: mishedlo who wrote (58494)	10/22/2000 10:15:00 PM
From: jim kelley	Read Replies (2) of 93625

Mishedlo, Heads up! BILOW is putting out Cr@p again! BILOW's estimate of the PC controller market is way too high. The 2.5 to 5% rate, say 4% on controllers should not apply to the CPU but to the chip containing the interface. I believe that is the Northbridge. So the royalties in most cases apply to the chip sets and not the CPU per se. After all even the P4 uses the FSB to interface to its chipset. The FSB is not a RDRAM controller interface. The chip sets appear to be in the 30 to 60 dollar range while the processor may be as much as several thousand dollars. The Northbridge is about half the chip set so I get about 84 million dollars. Allowing for error it could be 80 to 160M per year in royalties. This is far from the 1 B in royalties that BILOW is spouting about. Another, part of the controller market is the embedded processor market. This market may be larger than the PC market in unit sales. Some of these embedded processors have SDRAM and some RDRAM controllers. I do not have a good estimate of the size of this market but it is big. By the way, Rambus is already collecting on some embedded processors from Toshiba, NEC, Hitachi, OKI and Intel. So yes, there is a firmly established basis for collecting royalties on controllers. :)

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