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

To: Scumbria who wrote (44601)	6/16/2000 11:46:00 AM
From: visionthing	Respond to of 93625

Scumbria... There is the possibility (my speculation) that Toshiba settles and from this day forward pays royalties. Rambus provides assurance that they will not come after them for back royalties. This offer could be laid out to all of the DRAM manufacturers. Toshiba simply being the first one to sign on. JMO VT

To: Scumbria who wrote (44601)	6/16/2000 11:47:00 AM
From: Ian Anderson	Respond to of 93625

Just listened to the conf call Geoff Tate says Toshiba contract worth around $10M a year in ongoing revenue on SDRAM alone, and more as production switches to DDR or Rambus. Also there is a 1 off payment amount unspecified to be recognized over the life of the 5 year contract. This will start to appear in September revenues. Implied that they can get $200M a year when they have time to carry the cap around all the SDRAM manufacturers. More potential from the controller manufacturers. Contrasted that with year to date income of around $10M. Looks like an inflexion point to me!

To: Scumbria who wrote (44601)	6/16/2000 11:48:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 93625

Re: I made a boatload of money off the Toshiba announcement this morning! Scumbria, Congrats on your Rambus stradle. This announcement is very perplexing. For the past 6 months we've been getting all of these signs that the entire memory industry hates Rambus (the company) and its royalty scam. Then Toshiba signs up with Rambus for higher royalties on DDR than on DRDRAM??? This is my take on the situation: In retrospect, I think the issue had nothing to do with royalties or Rambus (the company). I think the real issue was that DRDRAM is such a bad technology (for computers). The memory makers didn't want to get sucked into a Rambus/Intel scheme where DRDRAM would be made the primary memory choice for computers. I really hope that this move by Toshiba doesn't change Intel's plans of continueing to push the terrible technology of DRDRAM. It will be very interesting if the other memory makers strike deals similar to Toshiba, or if they shun Toshiba for this move. Either way, this stock should stay very volitile for some time to come. Are you going to roll your gains into another stradle? chic