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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (76190)10/20/1999 3:10:00 AM
From: Petz  Read Replies (1) of 1582557
 
Paul, re:<<I wonder what RAMBUS's stock price will be if 20% of ALL PCs have RAMBUS memory by mid 2001 ?

Do you think that RAMBUS's stock will be more that $10 with a 20% market share ?

Do you know what 20% of the MEMORY market is - in DOLLARS?>>

RAMBUS's income will be much, much less than 20% of the memory market, even if RAMBUS captures 20% market share. They only get a small royalty per chip, MUCH LESS THAN 100%.

And, by the way, no one has a clue what types of memory will be around 21 months from now!

Petz
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