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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (30119)	9/21/1999 5:13:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Don, royalties, I thought most of their present earnings were more technical support related rather than royalties. So I think it would influence the present qtr??? I'm guessing that the earthquake would affect production, and therefore royalties on sales, almost exclusively. Tech support, I'll bet, was paid for in the original licensing fee (I would doubt that they're sending monthly bills for tech support). But I'm just guessing. I can't imagine what revenues they would lose in the last two weeks of September that would cause a $.01 hit in this quarter due to the earthquake. That would represent $250K off the earnings line. Dave