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Politics : Ask Michael Burke

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To: Steve Lee who wrote (77602)	3/12/2000 10:34:00 AM
From: gnuman	Read Replies (2) of 132070

Steve Lee, re: PSX2 Do you know what Toshiba chips are used in PSX2? I've heard there are two chips, so I'm guessing two 128Mb RDRAM's. According to the current issue of Biz Week, Sony is expected to ship up to 10 Million PSX2's this year. If I make a WAG of $25/chip, it look's like $500 Million revenues for Toshiba. And if I use 1.5% royalty/fee, that equals $7.5 million Rambus revenues. But just a WAG. (BTW, if memory serves me, Rambus was originally targeted at graphics frame buffers, and is ideal for those applications. Physically short 16 bit bus on the circuit card. A few years ago some PC graphics chip company's announced support, but didn't I see anything go to production). The current market cap for Rambus is greater than $10 Billion. If I use a generous forward P/E of 100, Rambus needs ~$100 million in net profits to maintain this valuation. I figure about 30% of projected total DRAM revenues would be required for Rambus chips. Do you think the PC industry can support this? JMHO's Gene

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