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

To: Jdaasoc who wrote (36972)	2/10/2000 9:27:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Has anyone noticed that after hours, RMBS is trading at $92? I got in late, but better late then never... Zeev

To: Jdaasoc who wrote (36972)	2/11/2000 2:21:00 AM
From: Dave B	Respond to of 93625

John, Tate said more about the royalties than I've heard him say before. Without checking my notes, it boiled down to "there are all kinds of agreements at different % levels, some with floors, some with caps." The analysts have been guided to use about 1.5% for memory chips (it sounded like there was a max of about 2.5%) and 3% to 5% for logic chips. As for Intel, he said virtually the same thing at the meeting that IR told you which I took to mean that they're so small, don't even bother trying to add Intel's royalty payments into the revenue stream. Not only were they able to negotiate a good deal based on the volumes of chips they move, but they got a super-special-secret discount on top of that because Rambus really needed Intel to standardize on their RDRAM. So fugedaboutit. As for rose colored glasses, yes, it certainly could be, but this is my third Rambus annual meeting and I have to say that it seemed to me that Mr. Geoff "Prozac" Tate had a bit more fire burning in his belly than I've seen in the past. Especially when he talked about Hitachi. His loins are girded (please don't stop to try to visualize that) and they seemed very, very confident to me that they have the patents locked down. One of the reasons for filing the lawsuit in Delaware, besides that fact that they're a Delaware corporation, was that the legal process apparently moves fairly quickly there. We'll see. They ain't goin' down without a fight, IMO. Dave