Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 119.39

-4.1%

2:04 PM EST

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To: Steve Lee who wrote (37744)	3/2/2000 4:15:00 PM
From: Ian Anderson	Read Replies (2) of 93625

Steve, I am sorry, but you have double counted on your revenue figures. Dataquest's $30B and $63B are the TOTAL DRAM market, including PCs and everything else. Their percentage market share for Rambus includes PCs and all other DRAM licences, although not controllers. So it is not right to use the 30% and 65% as multipliers for non-PC revenue. This is already factored in. The controller revenue will be additional, but relatively small because most applications will have a much higher value of RAM than controller in them. For a PC this is typically around 20:1 for an appliance it might be 4:1 By the way, where did your new high go? Personally I am expecting a retreat of around 60% of the run up from 100->300, so looking to re-enter around $170 when the FUD about bugs in PSII hits the register. Ian

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