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To: dougjn who wrote (58462)	6/22/1998 3:23:00 PM
From: StockMan	Read Replies (2) \| Respond to of 186894

Dougjn, Re -- Decide to get paid by charging a small percentage off the top. Of every competing chip in a flood of chips. A 1-2% royalty of a HUGE market Yeah, right.. and commodity ram makers are going to pay 1-2% royalty when they get 1-2% margins themselves. Stockman

To: dougjn who wrote (58462)	6/22/1998 3:38:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

doug, re:"Decide to get paid by charging a small percentage off the top." I think you and I said the same thing - only you used 250 words to my 25 :) One other thing needs clarification - there is no commodity status for RDRAM. This is yet another technology shift that will obsolete the current commodity product. RDRAM will not become commodity status for many years. In the mean time there will be tight supplies requiring expert ramp up control to do it right. Big resource shift and big money doing the shifting. The companies that negotiate the ramp correctly will make good money off RDRAMS during the next five years. Jeff