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Re: Ways to MonetizeWould you consider Windows a physical product ?
^^^^^^^
Mantrapfisherman, Interesting Question.
Perhaps a more analogous situation to Rambus would be an ARM processor core.
When ARM licenses a processor core to Qualcomm or Samsung (etc) is that a physical product? In my opinion, not in the sense ARM is delivering a physical product like an integrated circuit die, or packaged IC. However, ARM does have customer deliverables (i.e. synthesis tools, Scan netlists, simulation tools, test vectors, evaluation boards, etc.) so it is much more than just an IP license.
Likewise, when Rambus licenses a core or signs an Architectural license, my understanding is they also have deliverables.
In my opinion, deliverables is what differentiates between simple patent licensing and the other three forms of monetization that the CEO described in the Nasdaq conference.
I think it is also interesting to note that prior to this Nasdaq conference the CEO has described the MOU as a “new memory architecture”, but in this conference he is now referring to it as a “new memory product.” In my opinion, the transition to “new memory product”, combined with his monetization comments strongly suggests this is more than just simple IP licensing.
In other words, given the latest statements made, I will be very surprised if the MOU does not involve a Rambus designed core of some type. Prior statements already suggest software may also be involved. http://www.investorvillage.com/smbd.asp?mb=3666&mn=749758&pt=msg&mid=15056470
Which takes us back to your excellent question, is Windows (I.e. software) a physical product? |
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Msg # | Subject | Author | Recs | Date Posted |
750059 | Re: Ways to Monetize | twobytebus | 2 | 7/3/2015 11:20:48 PM |
750066 | Re: Ways to Monetize | mollyd2 | 2 | 7/4/2015 7:46:51 AM |
750068 | Re: Ways to Monetize | tetanet | 7 | 7/4/2015 10:39:35 AM |