That's too hard to break down into every memory controller technology whether it's
LPDDR, LPDDR2, DDR2, DDR3, etc.
The easier way to do it is to see Rambus' revenue guidance on memory in general - check
slide 50 at last year's analyst day:
We can't see it in the slide - but the $500 million of longer term memory revenue guidance
was broken down into $200 million for controllers and $300 million for memory devices.
As of roughly 9 months ago (and that was after the CAFC's May 13 decision), Rambus was
telling us this $500 million in recurring revenue would NOT include settlement back payments.
The only logical explanation for that is they believe (and Samsung might be telling them as well
because they've already made prototype DDR4 devices as of last year) that they will be an
important player in DDR4.
If anyone doesn't believe that, sell your stock OR get ready to sue the company for making
false projections - it happens, believe me - just check DNDN.
I plan on holding my stock.
Their longer term guidance is also for $250 million in cryptography and lighting.
If they can get to $750 million in recurring revenue, that will hopefully be roughly
$3 / share in EPS recurring. I hope this happens in 3-4 years.