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

To: MWA who wrote (14707)	1/30/1999 7:22:00 AM
From: unclewest	Read Replies (3) \| Respond to of 93625

$5-11 and growing!! rmbs meeting notes. this is a synopsis of my notes and thoughts. i'll try not to duplicate what woodside and dave have already reported. royalties are paid on dram and logic chips. as dave explained, dram for pc's and servers accounts for 2/3 of volume, logic chips 1/3. but the royalty for logic chips is approx 200% of that for dram so the net effect is approx 1/2 from dram and 1/2 from logic chips. the focus presently is on 64 mb rdram time to market. 128/256 rdram will come later this year with focus on cost. eventually predicted to be 5 -10% higher than sdram. competition. patent protected till 2010. additional 70 patents pending should extend protection. sdram is finished, dead in the water. ddrdram has been sampled at 200 mhz, sldram at 400. neither have been successfully demo'ed in a system yet.(the hardest part of development). both have been around for about 5 years. they started behind the speed curve and have fallen further behind. 3 mfr's have said they will use ddrdram. ceo said they did it only because they were afraid of insufficient quantities of rdram availability. he thinks they may use ddr for one generation, then will have to switch to rdram. he foresees rdram in all pc's in a few years. memory bandwith requirements are growing. rambus has the best solution. rambus is the only effective solution for digital tv. he joked and said that dtv sales are zero to date but that may change. in 1997 rambus had 20 design wins. that number is now 70 and growing rapidly. including: pc main memory, servers, controllers, unannounced but substantial graphics wins, ip switches, fibrechannel, atm, dtv, set top box, printer, copier, games, etc. in-stat predicts rambus in over 50% of pc's in 2001, eventually capturing the entire market. cirrus logic and chromatic withdrew from graphics for business reasons not related to rambus. unclewest hi dave. is this about right?