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To: Ibexx who wrote (40823)11/21/1997 1:47:00 PM
From: Jeff Fox  Read Replies (2) | Respond to of 186894
 
Ibexx, re,RMBS: We estimate that Rambus additionally will receive 25% royalty from royalty payments on Rambus-based logic chip sales.

This seems way out of line. Can you or others confirm this from other sources. I certainly can not see Intel paying this!

Jeff



To: Ibexx who wrote (40823)11/21/1997 1:50:00 PM
From: StockMan  Read Replies (2) | Respond to of 186894
 
Thread,
Re -- Rambus and Rob Chaplinsky of H&Q..

His analysis is predicated on the fact that Rambus is the only show in town. Also he assumes that in 1999 Rambus DRAM will be used in the PC market, it may actually be initally used on the Server/Workstation market where the numbers are very low.

Based on him not considering the above two, His analysis is nothing but BS. His main reason is to get the insiders to sell at high prices.

And we have Ibexx religously believing the crap that he deals out!!

Stockman