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To: sylvester80 who wrote (53993)	9/19/2000 8:41:26 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

VIA Launches New Chipsets for DDR266 DRAM viatech.com

To: sylvester80 who wrote (53993)	9/19/2000 9:19:01 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Sylvester80, re: DRAM controller revenues. CPU Chipsets I assume that revenues will only be generated from the memory controller device in a chip set. This is probably a <$15.00 part. (Since Intel builds ~half the chip sets, one wonders what if any royalties they pay). But assuming they pay the same as everyone else, and using your high estimate of 4% for SDRAM and 130 million PC's, I get $78 million in license fee's. Graphics Processors. Assuming that all companies agreed to pay a 4% fee, and again using 130 million PC's, I get ~$100 million in license fee's. (I used an ASP of $20.00 for the chips. Personally, I doubt if they can get 4% on GPU's even if everyone settled). Further, with more of the low end migrating to SOC, I doubt if they could get 4% on the entire device. Again, you have the issue of Intel with the i810/i815, etc. My guess is that in the PC, memory controller license revenue will be much less than $100 million. JMHO's