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To: wily who wrote (9646)11/15/1998 11:03:00 AM
From: MileHigh  Respond to of 93625
 
wily,

I agree, my calculations are based upon what the DRAM makers get from the OEM's- say $12-16 or so now. That is how the royalty is paid.

MileHigh



To: wily who wrote (9646)11/15/1998 10:39:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
wily,

FWIW, I am reading the 10/15 H&Q report by Seth Dickson and he uses a Net margin number of 39.5% in FY '00. This represents a higher net margin than MSFT.

We'll see...

MileHigh