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To: gnuman who wrote (60154)	11/3/2000 5:19:27 PM
From: sylvester80	Respond to of 93625

Gene, Royalties on SDRAM are 1%. That is why I'd like to see that junk unstable DDR be fixed and finally get out to the sucker AMDroids. They spend all that R&D money and still don't have anything out and we can use the DDR money flow. DDR gets us 3 times the royalties. I'd rather we milk the AMDroid suckers with this DDR dead end junk before they figure out the kind of unwarranted unstable dead end junk it really is. ;-)

To: gnuman who wrote (60154)	11/3/2000 6:08:27 PM
From: Dave B	Respond to of 93625

Gene, My first assumption is that he is referring to revenues, not units. My second assumption is that he is referring to run rates going out of the year. Both sound reasonable. There has been much discussion of DDR having higher royalty than RDRAM, but I haven't seen any estimates of royalty on SDRAM. The only thing Tate has said is that the order of magnitude is closer to 1% than .1% (during some conference call). Dave Made some of my losses back today. I was watching it at 55 to see what was going to happen. Suddenly it was at 57, so I bought at 57 7/8. I was going to be out during lunch, and anticipating a swoon (along with Zeev's "supply" call at 63-65) I put in a sell at 64. I'll take it for now. Monday will be interesting.