Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 115.18

-7.7%

Jan 23 9:30 AM EST

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To: Shibumi who wrote (5150)	6/26/1998 6:38:00 PM
From: blrmkr	Read Replies (1) of 93625

Shimbumi- Can you clarify what you mean by this statement: " A not so obvious reason is that Rambus currently plans to charge 4% royalties on microprocessor vendors (e.g., AMD, National, IDT, etc.). Because Intel has up-front agreements with Rambus, it has decreased its competitors margins by at least 4% in one fell stroke if Rambus is universally adopted. " It seems that by saying "microprocessor vendors" you are implying that RMBS will charge royalties on microprocessor sales (because that is one common product that the companies you mentioned sell). The only way the companies you mentioned would be subject to royalties is if they directly implemented a Rambus interface to a chip they sell. Do you have information that any of these companies are in fact incorporating such an interface directly on their respective processors and/or chipsets? This would be very interesting news if you had it. Thanks for any clarification you can give... LD

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