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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (11951)	10/7/2000 1:08:15 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Kash, Rambus will attempt to ban AMD essentially from shipping ANY processors as they ALL violate RMBS's IP. 100% incorrect. Rambus does not have any claims against AMD processors, as AMD processors do not have a connection to DRAM. Scumbria

To: kash johal who wrote (11951)	10/7/2000 1:39:22 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

Kash, RE:Rambus It would depend on the exact wording of Intel's license whether or not Rambus could sue even if they want to. Even if Rambus decided they wanted Intel to explicitly recognize the aspects that SDRAM and DDR are supposed to use, they could just offer them a license for some very cheap price, say $0.05 per interface port. I am of the opinion that Rambus licensed Oki, Hitachi and Toshiba by offering them a very low price and/or stock options to sign on. Since the deals included already shipped product, it should be showing up on this quarters profits which report on the 18th. They reported $6.6 million in royalties last quarter, I am willing to bet that they don't report a whole lot more on this next report, maybe $8 million, to account for growth other than SDRAM royalties. I guess it is possible that the new licensees got some stock to cover what they paid in royalties, it should be possible to find this out. My point is that I think that Rambus has got themselves stuck in a pyramid scheme and they have to generate these headlines and "victories" to keep their stock from tanking so that they can afford to design products that actually sell.

To: kash johal who wrote (11951)	10/7/2000 2:21:08 PM
From: TechieGuy-alt	Respond to of 275872

I think that you are overplaying the threat of Rambus to AMD. AMD's profits prospects and future does not depend on RAMBUS or its technology. Even if Rambus manages to strongarm AMD into paying royalties for DDR, it will amount to negligible $$'s, both for AMD and Rambus. Royalties will probably not exceed 5% of the sale price of the chipset. At $30/chipset, that amounts to $1.5 /chipset. Remember that AMD can always discount the chipset to OEM's and make it up in processor shipments- something that will not have to pay royalties on. The best approach for AMD would be to "negiotiate" with Rambus for as long as possible. Basically taking the approach of waiting to see where the other lawsuits are going. If the lawsuit is imminent, then I think that AMD will license DDR from Rambus. This stuff is a sideissue for them. Not worth letting the stock tank. Are you a Rambus investor? All, IMHO. TG