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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.84+3.1%9:43 AM EST
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To: Jdaasoc who wrote (28932)9/8/1999 12:04:00 AM
From: kash johal  Read Replies (1) of 93625
 
Jdaasoc,

Thanks for the great news from Samsung.

At $250M in sales I guess that translates to 1M 128Mbit modules - using the $250/module pricing.

So maybe 1M Coppermines in Q4 as a ballpark - seems very credible to me.

They also mention MORE than $2bn for next year.

If we assume modules cost of $200 then thats maybe enough for 5-10M units (depending upon wether systems use 128 or 256Mb).

Seems to me this MUST be bullish for the stock tomorrow.

Wait and see I guess.

Good luck longs,

Kash
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