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Re: LPDDR3 Is A Half-Step/VG<<I think if they started developing an R+LPDDR3 DRAM...TODAY...it wouldn't enter production until late 2016/early 2017 (assuming no major snags in development which given the proof of concept is already done and the process node tech is familiar is a good assumption). [But I don't discount the possibility that such a development has been ongoing since last year.]>> VG: Thanks for pointing out that Rambus' Donnelly is likely telling the truth. This board is like the Twilight Zone sometimes, executives say things that could get the company in trouble if they're lying people still don't seem to believe them. If people actually think these executives lie (and I certainly don't) they should sell their stock because that type of stuff is very damaging for stock prices. Here's Donnelly at the June analyst day. <<And when we’re in production, the opportunities are for either per-chip royalties or per-use fees, or both. As the same, the per-use fees mean the same core gets picked-up multiple times. We have multiple examples, and I want to touch on a couple here. The bottom left is the R+ LPDDR3 I’ve talked about, which is applicable to the mobile ecosystem. We license that to both DRAM companies and SoC companies and we get revenue from both. And as I said in that cycle, there will be NRE this year and production royalties in next year and the years after.>> |
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Msg # | Subject | Author | Recs | Date Posted |
739757 | Re: LPDDR3 Is A Half-Step/VG | Jonathan Spraymaker | 0 | 9/30/2014 9:34:13 PM |