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To: NightOwl who wrote (71990)5/4/2001 10:15:00 PM
From: sergiotenenbaum  Read Replies (1) | Respond to of 93625
 
Helllo NightOwl
β€œβ€At first glance I thought this filing except meant that they were warning of the future decrease in SDRAM/DDR contract revenues. But when I saw this paragraph which immediately preceded the one you quoted on the Yahoo reprint of the filing, it appears that they are really warning us that Carl is right and RDRAM is stuck in nichedom:””

Forget about contract revenue, an IP Co. lives and dies by its license revenues. Ask QCOM.
Regards, ST