Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: Don Green who wrote (73136)	5/17/2001 1:33:36 PM
From: Dan3	Read Replies (1) of 93625

Re: DRAM Makers Quadruple Rambus Memory Production (over the past 12 months) The difficulty for Rambus is that every time they doubled production, prices were cut by more than half, so RDRAM licensing revenue actually dropped. Meanwhile, the 2/3's of Rambus's revenue that comes from SDRAM/DDR looks like it is about to go away, and their quarterly legal bills are quite a bit higher than their RDRAM revenue. Next quarter, SDRAM and DDR chipsets for P4 come out, and RDRAM revenues will drop precipitously as the both the volume of chips sold goes down and the price per chip collapses due to supply surplus. Really looking quite ugly for Rambus. Regards, Dan - number 3 on the paided bashers list - just a regular guy trying to do his job :-)

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