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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 110.62+2.7%3:59 PM EST
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To: jim kelley who wrote (58509)10/23/2000 12:29:21 AM
From: Bilow  Read Replies (1) of 93625
 
Hi jim kelley; Re: "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."

What I am taking into account in my estimates is that the three chips, the CPU, the Northbridge and the Southbridge will become integrated into a single chip. There are plenty of examples of these. They are the latest and greatest stuff, and the inevitable wave of the future. A few that immediately come to mind are:

Intel:     Timna (dead, but replacement design rumored)
Transmeta: Crusoe (lots of recent design wins in notebooks)
VIA:       Matthew (around 1Q01)


-- Carl
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