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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.48+0.3%9:30 AM EST
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To: Scumbria who wrote (64181)1/11/2001 6:29:04 PM
From: wily  Read Replies (1) of 93625
 
Scumbria,

yes it does, and excellent point. I saw that and then forgot about it.

$21MM in royalties with 40% of the industry signed up.

Multiply by 4 to get yearly number.
Multiply by 2.5 for when the others sign up.
Multiply by 2 for higher DRAM prices (optimal, non-sustainable scenario)
Multiply by 1.3 for when DDR is a bigger percentage (higher rate, supposedly).

= $546MM

Optimistic net/net = 55% (Assumes 0 cost of revenues and 10% total operating expenses)

= $300MM

=$3.75/share (and growing at 15%/year)

So, OPTIMISTICALLY, you could look forward to a stock price of $56 in the next couple of years. But, with a more realistic average DRAM price, looking at more like $37.
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