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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Fiscally Conservative who wrote (19482)	3/7/2000 10:23:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Finallythere--Help me out with some numbers, if you will. What is the total value of memory chips (eg., SDRAM) sold today? What other markets is Rambus expecting to be included in its world? Is it expecting to have a 100% share of these market segments? Also, just as a note, $1.5 billion in revenues does not mean 1.5 in Net Income. While the margins on royalties should be terrific, 100% will not drop to the bottom line. Not trying to give a hard time. My knowledge of the Rambus story is stale, and I haven't been riding the current move. Am interested in the justification for the current $8 billion market cap. Best, John

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