Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: Ali Chen who wrote (38973)	3/28/2000 1:37:00 PM
From: jim kelley	Read Replies (2) of 93625

Game units could easily go to 20 Million units per year. This seems to be a hot area. FYI...We left out the communications market which is just as large as the PC market. Over the last few days there have been a raft of announcements of communications and multimedia internet servers which use RDRAM. RDRAM is a very good choice for hand held communications devices and and streaming video internet servers. RAMBUS if I recall the annual meetings comments correctly is targeting an overall market of 300 billion dollars per year across those different market segments. This translates into about 4.5 Billion in revenue and 2.25 B in after tax earnings should they achieve maximum penetration. Using cashflow analysis, RAMBUS in 3-5 years could achieve a market cap of over 100 Billion dollars. That is probably the upper limit assuming maximum penetration unless they figure out how to crack open other markets. :)

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