Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cardin Drake who wrote (3850)	4/17/1998 6:44:00 PM
From: Thomas P. Friend	Read Replies (1) \| Respond to of 93625

To the thread: I believe that I've read all the posts on this thread very faithfully, and I have a question that I don't believe anyone has given an answer to. I think the question has been asked before, or uncertain statements have been made regarding my question. Is intel paying Rambus a royalty on its parts that use the Rambus interface? All the comments here talk about the DRDRAM side only when talking about royalties and judging market size. If anyone knows the answer, I'd love to hear it. Thanks, Tom Friend

To: Cardin Drake who wrote (3850)	4/17/1998 8:48:00 PM
From: blrmkr	Respond to of 93625

Cardin- Thanks for your response! The part at the end actually starts to answer a question I posed to the thread a while ago but never got any real response to. Purely speaking as an investor, the Via/Micron support of SLDRAM is troubling. As for the IA-64(TM) processor portion of your post, it is also good information, but I don't agree with what you say about IA-64(TM) being key to RMBS success (at least in 1999). Just taking a historical perspective, Intel processors do not have huge volumes when they are announced. The Pentium(R) processor came out in 1993 (January-ish) Took over a year and a half for the Pentium(R) processor craze to catch on. Just something to chew on. LD PS> The opinions expressed here are strictly my own!