Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.65

-0.2%

11:22 AM EST

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To: gnuman who wrote (41443)	5/6/2000 9:55:00 AM
From: blake_paterson	Read Replies (1) of 93625

Hi Gene: I extrapolated from these numbers from last week: thestreet.com <<Sony shipped 18.5 million units of the PlayStation hardware in the 1999-2000 fiscal year, a decrease of 14% from the year before, and shipped 1.41 million units of PlayStation 2 hardware, introduced in March...>> Although a lot of may have gone to prime the channels, 1.41 million units in 1 - 1 1/2 months, for Japan only, bodes very well. Europe and USA introduction scheduled for 2H2000. Your guess is as good as mine, but I suspect we will be at 70MM RDRAM units (chips, etc.) by 31 March 2001. And I also recall that the royalty rate is closer to 5%, vs. the PC rate of 1-1.5%. Cheers, BP

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