Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Bilow who wrote (73713)	5/27/2001 11:34:25 AM
From: hdl	Read Replies (1) of 93625

bilow said, "The profitability of RDRAM doesn't matter, except to the memory makers. Rambus doesn't actually sell it, they take a percentage off the top. The memory users are the only ones wanting memory cheap, and we get it there by making sure that we always design for what we expect will be the cheapest memory type." If rdram on a cost-benefit analysis makes sense for users and makers, then more rdram will be sold. it doesn't have to be the cheapest, just best cost-benefit tradeoff. then there will be more sales on which rmbs will earn royalties. of course, as price comes down on rdram, royalty fee will come down per unit. but, if units sold increases enuf, total royalty can increase significantly.

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