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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (24664)	8/19/2001 2:00:54 AM
From: Bilow	Respond to of 30051

Hi all; Correction: The Rambus conference call wasn't explicit as to what kinds of memories were included. Here's a reference: "THIRD, we have had discussions with one major licensee and have agreed to a reduced but fixed royalty amount on memory for at least the next four quarters. After the first four quarters, with a favorable legal outcome, the royalty payments return to the current agreement level. We believe this is good for our partner, and we believe its good for Rambus, given the current market conditions." boards.fool.com Several industry articles have indicated that DDR SDRAM is included in the agreement, no articles (AFAIK) have been published indicating that DDR isn't included. -- Carl