Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave B who wrote (63679)	1/4/2001 11:20:05 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; While you are right that "DDR sales are minimal.", they are nevertheless probably close to the size of RDRAM production. There's a lot of DDR going into graphics cards. But the real kicker for current revenue is SDRAM, and sales of that are not minimal. -- Carl

To: Dave B who wrote (63679)	1/5/2001 8:19:37 AM
From: GVTucker	Read Replies (1) \| Respond to of 93625

Dave, RE: Weighed against the risk of paying not only back royalties but also damages, as well as the risk of not getting as favorable a royalty rate down the road (and, of course, we won't even mention the risk of not being able to produce DDR at all), this would be a pretty short-sighted, cut-off-your-nose-to-spite-your-face attitude to adopt. Note that historically, Micron has taken a knife to its nose on many occasions with little regard to face spiting implications.