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

To: Scumbria who wrote (53902)	9/18/2000 5:24:10 PM
From: richard surckla	Respond to of 93625

Where's Bilow? Didn't get his bashers paycheck? I have heard that paid bashers like to be paid on time.

To: Scumbria who wrote (53902)	9/18/2000 5:36:25 PM
From: Dave B	Respond to of 93625

Scumbria, Maybe you can back into it from Semico's estimates... Rambus kicks up rough. Electronics Weekly, July 26, 2000 p22 By Fyffe, Steven ... The royalties could add up to $600m to $800m a year if all the companies were found to be violating Rambus' patents and decided to pay up, according to Merritt. If RMBS gets 1% from SDRAM chips (I'm leaving out DDR, since it'll be a much smaller % of shipments), that would be roughly $200Mish per year for the next couple of years just in DRAM chip royalties. That would leave an estimate of $400M to $600M per year for controllers. What's the value of devices that the Dramurai ship with on-board SDRAM controllers? A 5% royalty would imply roughly $10B. If it's more, then the royalty rate might be lower. If less, then the royalty rate might be higher. Besides the Hitachi SH processors, what other Dramurai products are included in this number? Personally, I hope this is one forecast that I hope Semico gets correct. <G> Dave <edit: $700M in royalties to Rambus would probably net $600M in profits (how the hell would they even spend $100M?) or $6/share. Just my guess. >