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

To: Ian Anderson who wrote (59858)	11/2/2000 9:27:44 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Ian, Intel warrants will likely not vest due to Intel pulling out. Not sure I understand. Is Intel pulling out of the Rambus Agreement? Or is it being renegotiated? As I said earlier, with the IP wins, maybe the Agreement will include DDR/SDR and all chip sets count towards the goal? At higher DRAM royalty rates, why not? Just wondering.

To: Ian Anderson who wrote (59858)	11/2/2000 12:45:48 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: RMBS will get 1% of $41B in royalty revenue in 2001... At the absolute minimum that must be worth a PE of 25 Rambus will see its revenues drop dramatically as the IP from any IP claims that it can confirm in court are removed from memory technologies - it will take 3 to 5 years to do this, but a more reasonable PE is 5 to 10 at the most. Rambus will almost certainly be able to develop some additional markets, but now that their submarine patent tactics have been exposed, they will never again be able to assert claims worth even a tenth of their present claims - everybody will be careful to never include anything from Rambus in any of their designs in the future. The market may even be overvaluing Rambus - it may already have peaked. Dan