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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST

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To: Zeev Hed who wrote (48857)8/3/2000 12:26:26 PM
From: jim kelley  Read Replies (1) of 93625
 
Zeev,

You moved me out of my lethargy and so I retrieved the Annual meeting notes provided by Dave B.

Available Rambus Market

"In 2002/2003, Tate says the available market for Rambus technologies is roughly $100B in memory chips and logic chips to interface with those memory chips. Also, there's another $150B in Other Chip-to-Chip Communications products that bring the total market to $250B in 2002. [Don't forget to take the royalty % of this, then reduce it further by a market penetration factor]. "
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