Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

3:59 PM EST

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To: FactBoy who wrote (3394)	3/30/1998 12:58:00 PM
From: JMD	Read Replies (2) of 93625

FactBoy, I would like to ask a favor please. The notion of RMBS as a company in the forefront of an "IP Business Model" is somewhat confusing to me. Perhaps it is just the terminology, but I would appreciate some clarification. Specifically, how does an "IP Business Model" differ from a "fabless fab" or a "virtual fab" (which is what I thought/think RMBS is) ? In essence, I thought RMBS had developed some pretty fancy blue prints for making some super speedy chips. Those plans are then licensed to those who actually construct the chips according to plan, for which RMBS receives a licensing fee. I had analogized that--perhaps inaccurately--to the relationship between an architect and a general contractor, where RMBS is the architecht and INTC, for example, is the GC. The Red Herring article puzzles me as it doesn't seem quite that straightforward. Have I got things bass ackwards? TIA, Mike Doyle

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