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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.11-1.3%3:13 PM EST
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To: Dave B who wrote (65523)2/7/2001 7:53:37 PM
From: blake_paterson  Read Replies (1) of 93625
 
Dave and thread:

rambusite.com

Here is a model that I started in order to try and understand the RMBS revenue model. I hope to make it predictive, but this will depend upon how accurately one can model industry DRAM revs and how to model RDRAM revs. ASIC's / controllers remain a wild card. As it currently stands, it seems to work w/ non-RDRAM royalties pegged at 0.8%. In the Dec Q, US$5.8MM of cash came into the deferred rev line, which represents some of the royalties due from Mitsibishi and Samsung prior to signing.

Care to comment? All bona-fide input welcome.

Blake
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