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To: Sully- who wrote (9169)	10/21/2000 2:23:10 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

But Wait! There's more! RMBS stuff From: r.edwards on the RMBS food fight thread.... Rambus Brief: from Fred hager We were quite pleased with Rambus' quarterly earnings report and we are confident the company's plan to earn a large majority of their income from royalties is being realized. Rambus continued to defer quite a bit of revenue this quarter, as they have done in the past, and we admire their conservative accounting. The company is basing their earnings on the success of their technology and the new royalties from SDRAM. The other income, which would have pushed their earnings per share well above $.09 was probably from settlements and was therefore deferred. There has been quite a lot of talk and press surrounding Intel's CEO Craig Barrett, and his statements regarding their relationship with Rambus. We spoke with Intel yesterday and they acknowledged the statements, but stated clearly that the relationship between Rambus and Intel has not changed, and the company fully supports Rambus technology as the best solution for high-end high-performance desktop and workstations. The comments made by Barrett referred to older situations and the move Intel made to investigate other, more cost effective solutions, upon requests from manufacturers, for future versions of the Pentium 4. While the press has latched onto this apparently "sensational" story, we believe it does not indicate a preliminary initiative from Intel to move away from Rambus. Intel may be feeling pressure from the memory manufacturers concerning the Rambus patent claims and the litigation, but Rambus has no other choice. Intel needs as much supply to meet current and future demands, and Rambus' actions potentially jeopardize a steady stream. Any interruption in Intel's supply chain would affect Intel's numbers. No CEO likes that. What is perhaps an inconvenience for Intel is the future for Rambus, their technology, and their shareholders. The rumors surrounding: Late on Friday, a rumor that indicated Intel was suing Rambus started circulating. In speaking with Intel, they confirmed it was only a rumor. The rumor, in our opinion, is ridiculous, and you can quote Fred on that. The facts are as follows: 1. Intel fully supports Rambus 2. Intel believes Rambus is the best technology for the Pentium 4 andoffers the best possible performance for high-performance desktops and workstations. 3. Rambus had nothing to do with Intel dropping Timna. Message 14631349 Ö¿Ö