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: Dave B who wrote (21250)	6/1/1999 7:02:00 AM
From: unclewest	Respond to of 93625

>>No, IBM wouldn't have to pay to use devices that someone else builds.<< dave, picky!! my point is.. the royalties will be paid. ibm will pay more for the devices because of this. rambus will collect royalties "for" ibm using these devices in their products. rambus is not shut out here. whether or not drdram is used. i still think ibm will use drdram in their pc's next year along with everyone else. servers will take longer. but then rambus revenue model only calls for eventually 15% max from servers. interestingly, we continue to concentrate on pc's. pc's will only be 35% of rmbs revenues, and ibm is a small percentage of that. the other 50% is forecasted to be from game sets, hdtv, dvd, scanners, copiers, multi-function devices, high speed telephone equip, and other consumer products. unclewest