Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.43

-3.0%

3:06 PM EST

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To: MileHigh who wrote (14886)	2/1/1999 11:53:00 PM
From: Dave B	Read Replies (2) of 93625

Milehigh, The only piece that Intel would be paying royalty on (right now) would be the Camino chipset. Tate said at the meeting that the royalty on logic chips in PCs represented much less than the royalty on the DRAM chips themselves since there are so many more Rambus DRAM chips than Rambus logic chips. I doubt that AMD, Cyrix, etc. got as good a deal. This is one of those "business" decisions, though, where I would say that even if the royalty is 0%, it's still a good deal. Intel was the one player in the game who could make Rambus a requirement in every PC. Making it the standard was THE big win for Rambus. You're not going to haggle over a few pennies in this case and lose the deal. In fact, Rambus should probably be paying Intel (and I guess they sort of are via the warrants). Dave B

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