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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.35+2.2%1:28 PM EST

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To: JMD who wrote (3399)3/30/1998 1:36:00 PM
From: Ian@SI  Read Replies (1) of 93625
 
JMD,

Not bass ackwards, but it seems that you gave RMBS more credit than due.

RMBS licenses its memory interface architecture to licensees who then pay a royalty to include that interface design in other products which the licensee then designs. The licensee may then either produce the chips or have a foundry do it.

Essentially, RMBS is 1 step further removed from chipmaking than what I interpreted in your not.

Ian.
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