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

To: Zeev Hed who wrote (44579)6/16/2000 10:43:00 AM
From: jim kelley  Respond to of 93625
 
Zeev,

It looks like you were on the right side of this move. Congratulations...



To: Zeev Hed who wrote (44579)6/16/2000 10:43:00 AM
From: Jdaasoc  Read Replies (2) | Respond to of 93625
 
Zeev:
the price of RMBS has assumed for a long time penetration rates in excess of 50% of the DRAM market.
It is clear from the Toshiba agreement that the majority of future DRAM, regardless that it be SDRAM, DDR, RDRAM or next generation DRAM, will infringe on RMBS patent portfolio. I would have to say that the percentage is closer to 100% than 50%.

john



To: Zeev Hed who wrote (44579)6/16/2000 11:17:00 AM
From: The Prophet  Read Replies (2) | Respond to of 93625
 
Oh, Zeev. Help from those turnips would be much appreciated.



To: Zeev Hed who wrote (44579)6/16/2000 12:01:00 PM
From: Estephen  Read Replies (1) | Respond to of 93625
 
That's true if rambus does not push for back royalities on existing sram and DDR already manufactured. I guess what is different is the market is now 100% and the earnings ramp is steeper.

BTW, Drew Peck w/ sg cowan was on CNBC and low balled the dram market by 60%. He said it's about 20 billion. Isn't the dram market about 30 billion this year, going to 60 billion in 2002 ??


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