Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.83

+0.8%

3:59 PM EST

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To: Dan3 who wrote (27071)	8/14/1999 9:23:00 AM
From: unclewest	Read Replies (2) of 93625

What are projected memory sales for all memory types for this year (DRAM, SDRAM, SRAM, DRDRAM combined)? Anybody recall offhand? i recollect the total according to dq to be $60+ billion. If average license fee is 1.7%, you'll need $26.5 billion in rambus sales in 01 two thoughts here... 1) pc and server memory are projected to be 50% of rmbs revenues...here we believe the royalties to average 1.7%. 2) rmbs cfo has stated other royalties are higher...up to 5%. dan, rmbs ceo said in the conference call that he expects rmbs to get 50% of the dram industry by then. that would be around $30 billion +/-. the numbers certainly begin to correlate don't you agree. actually, i seem to be a little light, but then i am known to be quite conservative. :o) unclewest

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