Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 118.19

-5.1%

11:56 AM EST

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To: Barry Grossman who wrote (64173)	1/11/2001 6:02:27 PM
From: Barry Grossman	Read Replies (3) of 93625

Questions: Weisel partners: RDRAM price and premium what is it now and what is the timeframe for reducing the premium? Tate: "It's in the 50% range or more at this time but strong motivation exists with the current producers to ramp RDRAM for the P4. It'll be below 20% in 2H01 and below 10% as we go into 2002." Has the vol been the biggest restrictor of getting this cost down? Tate: No, it's the learning curve for new technology. Mark Edelstone; 1. What were the legal expenses in q1 vs what you expect in q2? Harmon: North of around 4M in the q with actions to going to trial this q we expect that to increase to 4.5-5.0M. Reason for more than we expected was the litigants drove up the costs by their actions 2. What is the current head count nd increase expected for q2? Harmon - 175 now and have requisitions to add 10 more in the q 3. Looking at defered revs is it fair to assume that the only changes were Samsung and Mitsubishi? Harmon - Yes offset by the rev taken during the q 4. 1st time that the deferred revs were recognized? Harmon - Yes Matt Gabel - Are any negotiations going on with the litigants now. Tate: That is confidential between anyone we negotiate with and us BUT (he reiterated strongly) we are always ready to negotiate true to the day of the trial Scott Williamson JPM H&Q Comment on hdtv in japan and 7 stations progress in broadcasting there? Tate: sales going well and hdtv broadcasts are taking place and are being well received there Roll out in the US? Tate - can take a long time in the us because of govt actions Nutmeg Securities: Can you quantify Samsung and Mitsubishi royalties? Harmon - No, that's confiential. Tate - Lok at market share date from Dataquest or ?? to get a good relative idea. Eruc Chan: Was there an impact of lower SDRAM pricing on royalties and what effect will there be going forward? Harmon: Hard to do - can only plan the trends and let you draw your own conclusions. Dec q sdram prices are less but the offset is the increase in volume and a good portion of royalties is from controllers and not SDRAM and of course also from RDRAM. Gabel: What were avg sdram prics during the q for royalties? Harmon: 13-16 range during the q Tate: In summary, We have been having a mid q conf call to keep everybody informed and we will continue to do that.

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