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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (20668)	5/4/2001 9:58:53 PM
From: Wes Stevens	Read Replies (1) \| Respond to of 37746

RMBS does not have sales - it is all royalties. I do not know the percents today, but I know they make a lot more on SDRAM the DDR and RDRAM because of the volume of the SDRAM sales. The stock jumped pretty good in the last few days because the DDR royalties were made public and are high 3.5%. That is a little misleading as they probably are tiered - i.e. the more ddr ram modules they make the less royalties they pay. Right now there is not much ddr production or rdram either but it is increasing. As far a appeals it is not may area, but I think it would be tough and for sure costly. Bottom line is they will probably loose their sdram and ddr royalties. The question is what are the rdram royalties worth? I am short from ah at 15.40. I think it will be worth 3 to 4 points, but this stock has some fanatical followers so I will be putting a stop on it.

To: Sharck who wrote (20668)	5/5/2001 12:43:01 AM
From: Bid Buster	Respond to of 37746

RMBS.. 1 trial down, 7 trials to go..next trial is scheduled for next month, MU vs. RMBS...what makes the next one different is it will focus on JEDEC allegations that RMBS stole design information and patented it from other JEDEC members....if RMBS looses that one it's lights out for RMBS.

To: Sharck who wrote (20668)	5/5/2001 9:04:39 AM
From: Paul A	Read Replies (1) \| Respond to of 37746

Shark, what I could tell you is 3 months ago when our company took on the Rambus line (we were late to the show, very late) us in sales were very excited because there was decent margins compared to other modules.. In 3 months I watch the price get sliced in half, and there is very little demand it seems.. Convincing people they need this power has proven to be very difficult.. I question the need for it as well.. I see alot of you folks are buying the monsters for your trading vehicles, but does the average joe need it? I certainly wouldnt be shorting RMBS to $0 but at the same time- going long would be a pure gamble..