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

To: Shibumi who wrote (5150)	6/26/1998 10:49:00 AM
From: REH	Respond to of 93625

txs for a very good and informative response to memoryexpert. I ask you kindly to also post this on Yahoo - RMBS so that the people there can see your fine arguments (memoryexpert is all over that board with his "analysis"). having been in the memory/CPU business myself since mid-80's I agree with you 100% for whatever its worth. I have also done extensive financial analysis of rmbs which I have shared with this thread. My conclusion is the still the same: long until $400 reh

To: Shibumi who wrote (5150)	6/26/1998 11:21:00 AM
From: MulhollandDrive	Respond to of 93625

Shibumi, >>Leveraging an equity investment into increased Rambus commitment might make a great deal of sense to Intel<< It's interesting that the infamous $10/share Intel warrants will become exercisable only "upon certain milestones which will result in a charge to the statement of operations at the time of the achievement of the milestone based on the fair value of the warrant" (from the Dec. 10K) Has Rambus not yet met any "milestones" in a timely manner? Thanks for the excellent post, bp

To: Shibumi who wrote (5150)	6/26/1998 6:38:00 PM
From: blrmkr	Read Replies (1) \| Respond to of 93625

Shimbumi- Can you clarify what you mean by this statement: " A not so obvious reason is that Rambus currently plans to charge 4% royalties on microprocessor vendors (e.g., AMD, National, IDT, etc.). Because Intel has up-front agreements with Rambus, it has decreased its competitors margins by at least 4% in one fell stroke if Rambus is universally adopted. " It seems that by saying "microprocessor vendors" you are implying that RMBS will charge royalties on microprocessor sales (because that is one common product that the companies you mentioned sell). The only way the companies you mentioned would be subject to royalties is if they directly implemented a Rambus interface to a chip they sell. Do you have information that any of these companies are in fact incorporating such an interface directly on their respective processors and/or chipsets? This would be very interesting news if you had it. Thanks for any clarification you can give... LD