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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)
OCLR 8.2600.0%Dec 10 4:00 PM EST
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To: Wes Stevens who wrote (1319)12/14/2000 7:19:53 AM
From: unclewest  Read Replies (1) of 2293
 
Long term RMBS's IP will make them a winner. But it will be a while before RDRAM will make a penetration into the memory market.

Wes,
do you realize that rmbs probably collected a royalty on the sdram that your pc was originally equipped with as well as the rdram replacement that intc provided?

let that sink in for a moment.
rmbs collects royalties on RDRAM...but dram mfrs are also lining up to pay royalties to rmbs on SDRAM and DDRDRAM at an even higher rate.
uw
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