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

To: Zeev Hed who wrote (64214)	1/11/2001 10:10:50 PM
From: jim kelley	Respond to of 93625

Zeev, I am wondering if the switch to the 815 motherboard took a big bite out RDRAM royalties in the quarter preceding the December quarter. The 815 was heavily promoted by DELL, etc during that quarter and may have taken a bite out of the 820 sales. I believe that this is true and if so this could account for the lower royalties. Also, if true these royalties rates should begin to move toward 2% as the P4 sales begin to make their impact on Rambus financials. JK

To: Zeev Hed who wrote (64214)	1/11/2001 10:11:27 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Zeev, I am wondering if the switch to the 815 motherboard took a big bite out RDRAM royalties in the quarter preceding the December quarter. The 815 was heavily promoted by DELL, etc during that quarter and may have taken a bite out of the 820 sales. I believe that this is true and if so this could account for the lower royalty rate. Also, if true these royalties rates should begin to move toward 2% as the P4 sales begin to make their impact on Rambus financials. JK

To: Zeev Hed who wrote (64214)	1/11/2001 10:12:35 PM
From: jim kelley	Respond to of 93625

redundant post deleted

To: Zeev Hed who wrote (64214)	1/12/2001 12:33:25 AM
From: wily	Read Replies (1) \| Respond to of 93625

zeev, If back-owed royalties are included in today's royalty numbers, then the actual royalty rate for current sales would be even lower, and my projections would have to be lowered, right?