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

To: Jim McMannis who wrote (58404)	10/21/2000 12:02:59 PM
From: blake_paterson	Respond to of 93625

"I was wondering what being a RDRAM licensee had to do with NEC putting out a Transmeta notebook with SDRAM. Nothing?" Aww, c'mon Jim. Do I have to take you through this, step by step? NEC Semiconductor is an SDRAM licensee, as is the semiconductor arm of every other notebook producer in that article, sans SNE: semibiznews.com "NEC Corp., Japan's largest PC maker, here today introduced a new notebook computer based on a 600-MHz, x86-based microprocessor line from Transmeta, also of Santa Clara. The announcement represents the fourth major design win for Transmeta. Since last month, Sony, Fujitsu, and NEC have separately rolled out notebook PCs based on Transmeta's chip line, dubbed Crusoe. And, another Japanese OEM--Hitachi Ltd.--is reportedly developing a line of products based on its chip line as well." And let me pre-empt your response, Jim, by reminding you of several points: 1. Elpida has no immediate plans to fabricate ANYTHING. NEC and Hitachi fabs will produce, and royalties will be rendered by them unto Caeser (I mean, RMBS). 2. RMBS is delivering with surgical precision. They have a full $0.47 revs (their last FY projections) deferred. They have unbelievable tax and cash reserves. A CASH GENERATING MACHINE. Why not come over to the bright side Jim? BP