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

To: jim kelley who wrote (44883)	6/18/2000 12:46:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

June 16, 2000 _________________________________________________________ Unfortunately Drew Peck w/ SG Cowan has always sounded ignorant when he talks about rambus. For instances, he quotes a 20 billion dollar dram market which is last year figures. I believe inquest has it at 36 billion for this year. - Esteven ----------------------------------------------------------- Rambus Wants Fees From Other Cos Using Memory - Analyst Dow Jones Newswires NEW YORK -- Rambus Inc. (RMBS) claims it can collect royalties from any company that makes products using next-generation memory chips, according to SG Cowen analyst Drew Peck. Toshiba Corp. (J.TOS) already signed an agreement covering patents for fundamental aspects of high-speed interfaces invented by Rambus, and will pay Rambus a license fee and royalties, according to a Thursday press release. In a CNBC interview Friday, Peck said some other company's will probably follow Toshiba's example and others will resist paying Rambus royalties. However, he predicted that Rambus will fight to reap royalties from all companies using memory products in court. "Anything that uses memory is potentially a candidate" to pay Rambus royalties, he said. He estimated that 1% royalties in a $20 billion DRAM industry will bring Rambus about $100 million to $200 million in added annual revenue. -Christine Nuzum; Dow Jones Newswires; 201-938-5172 **********************************************************

To: jim kelley who wrote (44883)	6/18/2000 12:51:00 PM
From: Scumbria	Respond to of 93625

Jim, You just don't get it do you? It is hard to argue with that level of discourse. I have three boys under the age of 10, so I am rather used to it however. Scumbria