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

To: JMD who wrote (3399)	3/30/1998 1:36:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 93625

JMD, Not bass ackwards, but it seems that you gave RMBS more credit than due. RMBS licenses its memory interface architecture to licensees who then pay a royalty to include that interface design in other products which the licensee then designs. The licensee may then either produce the chips or have a foundry do it. Essentially, RMBS is 1 step further removed from chipmaking than what I interpreted in your not. Ian.

To: JMD who wrote (3399)	3/30/1998 2:08:00 PM
From: dougjn	Read Replies (1) \| Respond to of 93625

Mike-- Rambus licenses its RAM memory BUS architecture to RAM memory makers. The memory makers then do the rest of the blueprints. They may then do the fab themselves, or farm it out. I think most Ram makers do the fabrication themselves, cause the memory design part of the gig (other than the Rambus memory addressing / interfacing part of it) is pretty low value added. Fabless chip makers tend to be more in the logic devices area, where there is some hefty design content to the chip. Doug