Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Zeev Hed who wrote (35253)	11/26/1999 4:58:00 PM
From: Dave B	Read Replies (2) of 93625

Zeev, John, actually, RMBS does not expect DRAM revenues to account for much more than 35% of all their revenues, Actually, its that PCs are only expected to be 35% of Rambus revenues. 100% of their revenues will come from RDRAM licenses/royalties (at least until they announce/introduce new products outside the DRAM market) -- the other 65% of the market is DRAM usage in servers, game consoles, et cetera. To be even more specific, the way they presented it was that those percentages represent the market usage of DRAM so for them to mirror these percentages, they'd have to have the same penetration into each segment. If they don't get much of the server market, then PCs will represent more of their revenue than 35%. But the important thing is that John's numbers are based on the total DRAM market size which is the only market Rambus plays in right now so I think they're okay. Dave

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