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"The important agreement reminds me of Qualcomm's agreement with Ericsson. Just as Q's agreement didn't make it a Gorilla, neither does Rambus's agreement. The only thing that makes a gorilla is a tornado."

I concur that an agreement does not create a gorilla. However, the agreement is a catalyst for the tornado. It signifies 1) the acceptance of the technology by a manufacturer (willing to manufacture it) and 2) the willingness to pay royalties, thus providing revenue to Rambus (or QCOM, whichever the case may be).

The key:

All of this is moot unless the tornado is fueled by consumer demand.

Steve

ps. Rambus' royalties will not be derived solely from RDRAM. Let's not forget about the communications markets.
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