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

To: capt rocky 1 who wrote (79716)	11/12/2001 9:11:05 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: let's say i build boat engines. mr. rambus come to me and offers a new way to make my engines run faster than the compitition. he gives me ALL the engineering and a support staff to impliment his invention,charges me a nominal lic. fee and i pay him 2% of the gross Let's complete the analogy. That's how Rambus sold you its bill of goods. Now, remember that you're in a business with a 7% net (so 2% of the gross equals 29% of your profits). It turns out that when a company builds a boat with 1 (less expensive and no royalties) non-rambus engine (1 DDR channel) it is faster than a boat with 2 of your rambus engines (2 RDRAM channels), and when you try to build engines according to the designs specs provided, it's a disaster (the 3 RIMM designs) and you have to pay to re-engineer the whole thing yourself. Now you know how Samsung and Intel feel...