Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

3:59 PM EST

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To: unclewest who wrote (24338)	7/8/1999 9:23:00 PM
From: kash johal	Read Replies (2) of 93625

Uncle, Re: "shoot, i don't even like to talk about pc's. i am kinda dumb when it comes to pc's. i would much rather talk about drams. after all, this is the rambus rdram thread right? dataquests projected dram sales for the next few years is... 2000...$35.5 billion 2001...$60.1 billion 2002...$104.3 billion" I suspect that your DRAM dollar numbers are way off. Or you had better by micron stock lickety-split!!! Lets take this another way. Lets say that RDRAM prices in late next year will match TODAYS SDRAM prices. Today 128M memory module goes for what.......say $75. And lets assume 20M pcs/yr use 128Mb of RDRAM memory. And lets say the royalty is 1.5%. That works out to $100M in royalties. Lets assume that profit is fully 50% of royalties that a profit of $50M. Now thats how much profit per share???? Oh and no way are 20% of PCs and servers going to have RDRAM by end of next year. Regards, Kash

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