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

To: Dave B who wrote (65523)	2/7/2001 10:56:30 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Dave, I take it you still haven't found any major vendors higher than 11th place on the market share list who's building DDR-based systems. I hope you regain your rationality soon. One of the largest trade shows in the Valley is the Embedded "Systems" Conference. Nobody shows off PC's there. Scumbria

To: Dave B who wrote (65523)	2/7/2001 11:36:21 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re: p.s. I take it you still haven't found any major vendors higher than 11th place on the market share list who's building DDR-based systems Not only that but MUEI is in a serious decline. This affects Mu as well because Mu makes motherboards and memory for MUEI.

To: Dave B who wrote (65523)	2/7/2001 7:53:37 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Dave and thread: rambusite.com Here is a model that I started in order to try and understand the RMBS revenue model. I hope to make it predictive, but this will depend upon how accurately one can model industry DRAM revs and how to model RDRAM revs. ASIC's / controllers remain a wild card. As it currently stands, it seems to work w/ non-RDRAM royalties pegged at 0.8%. In the Dec Q, US$5.8MM of cash came into the deferred rev line, which represents some of the royalties due from Mitsibishi and Samsung prior to signing. Care to comment? All bona-fide input welcome. Blake