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To: techlvr who wrote (125740)	12/1/2002 8:20:42 PM
From: Stock Farmer	Respond to of 152472

The significance of patent expirations vs. other income sources depends on the time frame. Yes. But the term "significant" has a "relative to what" component to it. Nonetheless, at least over the 5 and probably 10 year period, these other income sources are likely to be very significantly positive. Sure. But let's quantify that. The recent ratios most significant to shareholders are: 62% patent licensing, 36% ASIC fab, 2% "other income sources". So this other stuff has to become about 31x more significant just to be as significant as that patent stuff is today. Over a 5-10 year period that's between 40% and 100% CAGR. Even if (or when) this growth in significance materializes, then as significant as it will be, it will only be contributing less than a buck a share to earnings. Which is hardly significant in comparison to $40 in share price. John