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


To: Dan3 who wrote (60240)11/5/2000 11:19:54 AM
From: blake_paterson  Respond to of 93625
 
Dan, re: "Are the rates 0.02% for RDRAM and 0.05% for DDR? Are they even lower than that?

Rambus used to give guidance along the lines of "between 2% and 3%." For all you know the RDRAM license is free to any company that agrees to pay any royalty at all on DDR. Higher than RDRAM would then be any non-zero number.

Aren't you at all concerned that Rambus has become much more vague in the percentages it releases?"

Lets see...do I believe Geoff Tate, who consistently underpromises and over delivers, and who is on record saying that RDRAM chip royalties range between 1 and 2 percent of sales price, or should I believe YOU and your wild, misrepresentative and speculative FUD?

Thats a tough one...LOL

g2g, have a good Sunday,

BP



To: Dan3 who wrote (60240)11/5/2000 12:07:21 PM
From: jim kelley  Read Replies (2) | Respond to of 93625
 
RE: even Rambus recognizes that RDRAM is not as good as DDR

What a goofy statement! Rambus and Intel have pushed RDRAM because they believe it to be a superior solution to DDR.

Moreover, DDR has taken more than a year longer to engineer than RDRAM and they can not even field reliable units and there is no compatible standard. RDRAM is standardized and perfectly reliable and has been shipping for more than a year in PC's and 6 years in game machines.

What are you smoking?



To: Dan3 who wrote (60240)11/5/2000 7:42:58 PM
From: sylvester80  Respond to of 93625
 
Dan3,
The RDRAM royalties for Samsung are already 1-2% and this is on public record stated multiple times by Rambus. So what do you think "Under the licensing agreement, the royalty rates for DDR SDRAM and the controllers which directly interface with DDR SDRAM are greater than the RDRAM compatible rates." means? Maybe you failed math at school?