Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Ian Anderson who wrote (641)	1/19/2000 10:22:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 2039

Warburg is increasing estimates for 2000 to $.64 from $.60, could this be the turn around required? Right now we are fighting the battle at $80, however, because of what I believe is a precarious market over the next few weeks, I will hold jumping in despite the fact that $80 to $81 "was" my reentry point. I'd rather see how well this battle is fought. There is too much danger, IMHO, of going back to the high $60'. Zeev

To: Ian Anderson who wrote (641)	1/19/2000 10:31:00 AM
From: richard surckla	Read Replies (3) \| Respond to of 2039

CC Notes from ymills on Yahoo (the thread that nobody from SI likes to visit). Thanks ymills: Rambus CC notes by: yhmills 1/18/00 11:30 pm Msg: 37036 of 37200 A dozen pcs with Rambus DRAM are available from 4 major OEMs - dell, hp, ibm, and compaq gateway and micron have announced pcs Sony Playstation 2 royalties will begin to be realized in the June quarter. Rambus is focusing on issues of price and availability. Samsung, NEC, and Toshiba are in volume production NOW. Expect 4 mfrs by end of this quarter, 5 by midyear, 6 by September Reiterated expanded roadmap in the chip to chip, telecommunications areas. DDR DRAM - not ready for mass production. 1st/only DDR is nvidia - low volume, less technically demanding. no DDR chipsets announced or demonstrated. Therefore it is unlikely that DDR marketshare can ramp faster than RDRAM this year. 256 MB RDRAM transition coming in about a year. High pin counts not acceptable in desktop PCs, thus limiting DDR to servers. Mentioned newly formed DRAM consortium - Rambus has always assumed competition will exist, mentioned SLDRAM failure however. Expects new group to be interested. Competition has to be evolutionary or Rambus-like. evolutionary will face issues like Rambus has faced. more rambus-like, more likely issues with Rambus IP! lawsuit vs Hitachi. Seeking punitive damages vs Hitachi for their DDR, DIMMS, PC100, etc synchronous memory and technology for controlling those devices. Rambus has been granted more than 80 US and foreign patents to date! The suit is not about Rambus DRAM license. Rambus hopes Hitachi will soon come to market with Rambus DRAMs. Q/A drew peck sgcowen Q: What about additional contract revenues in March and June from companies discontinuing licenses for non-performance? A: Revenue recognition - contract revenue comes up front, non-refundable, recognized over time when engineering support provided to licensees These licenses are for Rambus DRAM and rambus logic - terminating DRAM license, but will build Rambus logic controllers. This is not in reference to Hitachi, but to industry consolidation of DRAM companies. ? from ? Q: Last quarter Rambus odified rev recognition policies, what portion of current report revenue was accelerated due to this? A: About the same amount as last quarter, same as next quarter. About $2.5M this quarter. about $3M last quarter. Expect that by end of year, royalties as much as or more than contract revenue, deferred revenue balance working down over time. ? from ? Q: What financial goals werent' achieved causing lost incentives? A: Delay of intel chipsets and Rambus royalties caused miss of financial goals. ? from ? Q: Do all SDRAMs infringe Rambus patents? A: Suit claims that Hitachi's SDRAMs infringe patents, not commenting on other companies. Drew Peck followup Q: Tax rate dipped down from last year? Guidance? A: 35% anticipated going forwardd. 37% last year. John for Mark Edelstone MSDW Q: Roadmap in communications? A: Rambus working hard with customers, pleased with progress. Communications chip companies will make announcements this quarter for products they'll be making later this year. Q: Ramping Rambus DRAM supply? A: #1 priority - Making both technical and business relationship efforts. It's a long leadtime business. In January, who is shipping is a function of who committed wafers 3/4 months ago. Pulls from pc industry over last 30 days has escalated dramatically. This is making DRAM companies comfortable there is a market and they are allocating manufacturing capacity. Reed Q: DRAM consortium a design effort for totally new chips? A: Believe it is a totaly new effort that has just begun. Q: How many chipsets w/Rambus by end of year? A: Expect intel at IDF in February to provide some of that information.