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Replies to #815 on Rambus (RMBS)
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Threejack

11/12/03 5:19 PM

#816 RE: NukeJohn #815

Potential Revenue Opportunity


re: I find it interesting that they go up to 5% royalty, and as you mentioned, this is a blended royalty. To me, this suggests that the possibility exists that XDRAM royalty rates may be higher than 5% (possibly much higher?).

NukeJohn,

Perhaps, but the royalty rate for a RaSer serial link will be much lower, less than 1% maybe, so the blended royalty rate for all products at something inside 5% seems logical to me.

Just my opinion.

Threejack