Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

3:59 PM EST

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To: cordob who wrote (72689)	5/13/2001 11:33:17 AM
From: SBHX	Read Replies (2) of 93625

cordob, The 20M burn rate is a quick calculation I made assuming 1. the ddr/sdr royalties stop coming (after a while) 2. their legal expenses don't go up. 3. they stop spending on the stock-based compensation expense (it was 170M+ in 2000). biz.yahoo.com Unless the existing licensees plan to stop making sdr/ddr, paying the royalties makes little economic sense for them, infineon, mu, hyundai will be able to sell the DDR chips cheaper than them. Either way, the sdr/ddr licenses will stop coming. (Unless the fraud conviction is overturned) marketable securities I don't know what marketable securities these are, but if they are in stocks of companies like intc, csco, rmbs, then it is hard to gauge what they are worth today. But if they are bonds, then you are right and they should count. what were you smoking? Thank you, but I never learnt to smoke. SbH

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