Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.42

-11.0%

3:12 PM EST

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To: SBHX who wrote (48817)	8/2/2000 11:13:53 PM
From: Zeev Hed	Read Replies (3) of 93625

SbH, the next peak in yearly shipments of DRAM is forecasted by Dataquest to be about $70 B (I doubt this will be reached), if you takes $40 B as Dram sales peak (which believe to be more "rational"), 1% royalties, and assume that DRAM is about 60% of total royalties, and assume a tax rate of 40%, you get to about $400 MM bottom line or about $4 a share. IMHO, these are "best case" assumptions, it covers the whole Dram market and assumes quite a lot of non dram applications. Thus my comment few weeks back that $100 is a "quite fair" valuation, I also noted then that stock will go to overvaluation when momentum and short covering play a role. Zeev

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