Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Dave B who wrote (42176)	5/13/2000 7:28:00 PM
From: gnuman	Read Replies (2) of 93625

Dave, re: your data You posted: This year you can expect Desktop-----13.4 M Enterprise--.7 M Laptop------3.4M Grand Total--17.5 M units Interesting data. Those desktop numbers indicate my desktop ASP estimate is way too high. If desktops are 52% of system revenue as Dell stated, (~ $3.2 Billion for desktops last quarter), desktop ASP would have to be closer to $1000 than the $2000 I used. I'm having a hard time with that one, considering it's Dell we're talking about. (Though I suspect this indicates there are volume purchasers getting great prices). If Dell sell's ~$30B systems this year, (good growth), with desktops ~50%, or $15B, I get an ASP of ~$1100 using that forecast. Need to get them RIMM prices down. Hard to WAG without all the data. <g>

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