Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Bilow who wrote (34193)	11/10/1999 1:18:00 AM
From: Bilow	Read Replies (4) of 93625

Hi all; More on what the company that Intel gave $500MM to, in order to get them to support RDRAM, is saying about Rambus: Micron's Memory Buyer's news, 3Q99 (i.e. latest) report, has a road map for memory types. Might make interesting reading for Rambus longs. They're estimating a maximum RDRAM penetration of about 10% next year, and then a slow decline to about 5% by 2003: micron.com Might one of the fundamental analyst types care to estimate that royalty stream and compute net present value? In addition, page 3 of the previous quarter's buyers news, has an official Micron chart giving the latency penalty of RDRAM, for both the -600 and the -800 parts: micron.com -- Carl

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