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

To: Bilow who wrote (44535)	6/16/2000 9:02:00 AM
From: gnuman	Respond to of 93625

Carl, re: <Even with RDRAM royalties of 1 or 2%, the royalties are not a significant reason for the high cost of the technology.> First, discount the cost of RDRAM technology, we're talking about the increased cost of DDRDRAM technology. A 1 - 2% increase in costs wouldn't be a significant adder on a relatively inexpensive technology. (The consumer pays it anyway). But compare an additional 1 - 2% for DDRDRAM to the cost of PC800 to the consumer. I think we end up with a win/win situation if the chip makers give in. Getting Intel and Rambus off their back may be well worth it. <g> To me , the key result will be the resolution of an issue that has the industry in major conflict. JMHO.