Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: wsp who wrote (21935)	6/8/1999 6:21:00 AM
From: unclewest	Read Replies (3) of 93625

>>1. Is the annual earnings refering to rambus calendar year ending Sept. 1999. ? 2. Do the estimates allow for a Administration and R&D of about 20 to 25%, then also taxes of approx. 37% ?<< wsp, re: your questions... 1. not sure. is it important? 2. taxes are figured at 38%. that is one area where i have a question. i think we need to calculate irs and cal state which may bump us up a bit. i am waiting for an answer to that from merrill lynch legal dept. can someone here help with that one? corporate expenses are included but another area i am looking at. i presently think they may increase at a faster rate than indicated on the spreadsheet. in all fairness, there are some income areas that seem a bit light. imo these may more than make up for the above. more on that as i get other input. i realize that the numbers seem enormous in today's dram market of $15 billion. remember the dram market is projected to grow to over $100 billion by 2002. that is 6x present. rambus share is going to grow from less than 1% of a 15 billion market now to a possible near 90+% of a 100+ billion market in 2002. this growth explosion is why all of the dram mfrs are moving so fast to get in. unclewest i need a slide rule. my electronic calculator can't do numbers this big.

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