Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

12:59 PM EST

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To: Dave B who wrote (23325)	6/22/1999 3:06:00 PM
From: Zeev Hed	Read Replies (1) of 93625

That is why I say that we should assume a constant $30 Billion market rather than the $100 Billions, RMBS gets royalties that will increase as their penetration of the dram market increases on total sales not unit shipped. If you assume that a catastrophe looms and the dram market's dollar volume does not increase, that is what you get. But, don't forget that RDRAM will find many other applications not related to traditional DRAM markets. Just based on DRAM replacement only and max penetration of 65% I get after tax earnings of $7.30/share (assuming tax rate of 45%). That counts nothing for other applications, and the world does not consists of constant catastrophic regime. Zeev Zeev

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