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

To: The Prophet who wrote (67541)	3/13/2001 11:21:34 AM
From: Dave B	Read Replies (3) \| Respond to of 93625

Is anyone besides me having trouble getting to the SubjectMarks page? Dave

To: The Prophet who wrote (67541)	3/13/2001 1:15:51 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi The Prophet; Re "very high royalties" The royalties for RDRAM were already considered, by the industry, (as well as many independent observers) as very high. RDRAM has nothing to do with CDMA, no need to compare them. And besides, QCOM invented CDMA just as RMBS invented RDRAM. But RMBS did not invent SDRAM or DDR. (So you think they invented it? Okay, but at least you will have to admit that Rambus developed RDRAM, QCOM developed CDMA, while Rambus did not develop SDRAM or DDR, and it is in the development that most of the expenses lie.) Since Rambus had little to do with the design of DDR, clearly the royalties for DDR should be much lower than the royalties on RDRAM. Same applies to SDRAM. I'm guessing around 0.1% to 0.001%. Another way of looking at this, for the reasoning impaired. Take a look at how much royalties TXN collects from their extensive patent library. Compare that to how much Rambus is asking for. Laugh heartily. -- Carl