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Strategies & Market Trends : Temp. Home of Cooperative Group-Trading
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To: Spark who wrote (327)6/22/1999 10:22:00 PM
From: J.Y. Wang  Read Replies (1) of 790
 
The usual skepticism. No one is sure the industry will be using RMBS's chip design. Intel is backing it thus far, but things change quickly in the computer industry.

Even if RMBS's design captures 100% of the DRAM market, with a royalty of 2% of each chip in the estimated $10 billion market, that is only $200 million. Unless the DRAM market absolutely explodes (not likely) or RMBS is able to charge more than 2% (even less likely), the best case scenerio does not justify a $2.3b market cap.

So, what if Intel balks? What if the industry balks at using only one vendor's DRAM design?

I'm just watching right now. RMBS may still run up more.
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