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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (98908)	3/18/2000 3:20:00 AM
From: ptanner	Read Replies (1) \| Respond to of 1570833

OT - Bill: Re potential Rambus royalties... Playstation: $5 @ [for 32MB] PCs: $5-$10 @ [for 64MB and up] These numbers seem high... I also thought Rambus was considering a reduction in the royalty rate to encourage adoption? (Sorry no idea where I read that -- some news article on Yahoo probably.) And Apple got a lot of heat for its $1 royalty for IEEE 1394? This might have been reduced. Do you have any references for the numbers you used in your quick assessment (I know you said "possibly")? I agree with your point: being an IP company can offer great margins for high-volume. Rambus does have some expenses as in 4Q99 had annualized expenses (gross less net per Yahoo, biz.yahoo.com of $38M; revenues up 13% and net up 20% indicates very nice margins. The same net income margin applies to AMD also as we all look forward to the numbers for 1Q00. PT