I think you are missing something, RMBS is in the DRAM biz, if RDRAM goes into a PC, a Router, game console, switch, copier, etc.. it is still a DRAM sale. So he is still talking total DRAM. A fibre channel product is still accounted for as a DRAM sale..
mile,
i know, i know...a dram is a dram, a switch is a switch, a controller is a controller, a rimm is a rimm, interest income is investment income and it is all just one little old revenue stream.
don't know what i would do without all of you guys keeping me straight, all the time. it amazes me how poorly i've done here. but then i don't know what a switch, a rimm, a controller or a dram is.
btw i would like to congratulate you...a few weeks ago i forecasted $8 in 2001 earnings. the other day you forecasted $12. (2001 dram sales $60 billion x 50% x 1.7% ./. 25 mm shares = $20.40 in earnings. after taxes most of that will flow to the bottom line.)
you win!
unclewest
would you mind explaining why rmbs says they get 1.7% on rdram and 5% on everything else? the ceo says dram revenues are going up 50x. isn't that the 1.7% part?
come to think of it just tell rmbs to stop mentioning that 5% everything else thing it just confuses me.
come on steve...let's go to happy hour...i'll buy! |
