Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.85

-3.0%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (64214)	1/11/2001 10:11:27 PM
From: jim kelley	Read Replies (1) of 93625

Zeev, I am wondering if the switch to the 815 motherboard took a big bite out RDRAM royalties in the quarter preceding the December quarter. The 815 was heavily promoted by DELL, etc during that quarter and may have taken a bite out of the 820 sales. I believe that this is true and if so this could account for the lower royalty rate. Also, if true these royalties rates should begin to move toward 2% as the P4 sales begin to make their impact on Rambus financials. JK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next