Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Mike Magee who wrote (67510)	3/12/2001 1:12:34 PM
From: ekid	Read Replies (1) of 93625

Mike, If Rambus win, they will probably impose 2.5% royalties on DDR and less than 1% on SDRAM, RDRAM royalties are 1.5 to 2 %. These royalties will be included by the 3 amigos or other MM to their cost of production. but even with these numbers, SDRAM and DDR will cost less to produce than RDRAM So to answer your questions: <Why would the "three amigos" want to pay more for manufacturing DDR and SDRAM than they would for Rambus?> Some possibilities: 1- More market demand SDRAM and DDR ? 2- SDRAM and DDR production cost is lower. 3- More profit on SDRAM and DDR ? 4- Because AMD thinks promoting DDR will help them in their battle against Intel ? <And if the case is won, wouldn't this set something of a precedent for Via and its sister company Nanya? > Sure it does, but again, all this will mean is that Via will be paying royalties on DDR chipsets (and SDram), but if DDR is technically better than RDR and easier to produce, as many are claiming today, than they will continue along the DDR road.

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