Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

Nov 28 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: unclewest who wrote (26836)	8/10/1999 2:11:00 PM
From: Richard Habib	Read Replies (2) of 93625

Unclewest, trying to do bottom up analysis of sales is difficult with a company like RMBS. The visibility of design wins vs royalties for the large number of companies involved (many that will result in small revenue streams) is a daunting task. I think RMBS can be adequately analyzed using DRAM market estimates together with reasonable percent of market figures. You've done that but you always tend toward very optimistic numbers while I look at what I consider a reasonable range of numbers. I always like to keep in mind that investors are almost always too optimistic. Likewise market forecasts are very often optimistic. Regarding PC mags opinions - corporations aren't going to buy RMBS initially because RMBS will be offered initially in the highest end machines. Although I've heard a few individuals say they are familiar with corporate buyers who will buy the highest end product but everything I've read indicates the majority of buyers - except consumer enthusiasts tend to buy just below the high end. I remain convinced that RMBS enabled product sales will be substantially influenced by the various mags and sites that rate systems. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next