Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

3:59 PM EST

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To: Zeev Hed who wrote (25986)	7/30/1999 9:32:00 AM
From: unclewest	Read Replies (4) of 93625

I was under the impression that the RMBS's model was that total dram revenues will be 35% of total revenues (the rest coming from controllers, logic chips, Nitendo, Playstation, RIMM's etc.). zeev, the rmbs cfo revenue model is: 35% from pc's 15% from servers 50% from other uses in this morning's calculation i counted sony pII and nintendo in the total. while ian did not. I think the error is in taking DQ estimate of $43 billions in DRAM sales in 2001. I would not be surprised if these do not go much above $35 billions and possibly barely $30 billions zeev, i respect all of your opinions. here i must ask you for references. we have dq's lowered estimate of 1999 $20 billion, 2000 $27 billion, and 2001 $43 billion. last week or two i posted the korean semi group estimate of $24 billion total for this year, doubling within two years. i have no references for figures as low as yours.

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