Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: MileHigh who wrote (27068)	8/14/1999 5:47:00 AM
From: unclewest	Read Replies (2) of 93625

So you really think RMBS will go from between $0.77-$1.00 EPS in '00 to $12.00 in '01? I don't. mile, due to the quirk in rmbs earnings reporting, 01 sales for rmbs effectively begin july 1, 2000. with that in mind consider the adders for rambus earnings year 2001, again that begins next july 1. timna scheduled for release mid 2000. this is intel's rambus enabled chipset for low-end pc's. servers...first rambus server samples due end of this year. that should set up volume shipments for 2h 2000. sony pII..north america release scheduled for 2 or 3q 2000. set top boxes. sales of set top boxes projected to grow from 1 million this year to 7 million in 2001. 2000 is in between there someplace. hdtv. projections call for hdtv sales to begin the big sales boom in 2000 as programming will become widespread by the end of this year. hd dvd. same as hdtv. and of course a few more rambus pc's may be sold beginning next july vs this year (we are in rmbs earnings year 2000 now). what might rambus pc sales increase be for jul00-jun01 vs. jul99-jun00? finally surprises. like pixelfusion's graphics chip, and toshiba's switch announced just this week. we have many many more product announcements coming imo. notice how almost all of the adders kick in about the time that rambus earnings year 2001 begins. how much do you think all of that might add to rmbs earnings? unclewest

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