Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.45

+1.3%

Dec 15 3:59 PM EST

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To: blake_paterson who wrote (70421)	4/18/2001 7:53:26 AM
From: gnuman	Read Replies (1) of 93625

Blake, re: So Gene...still no response from you on the RDRAM pricing, on the extrapolating $/MB to $/128Mb equiv....my best guess is that the "$18/Piece" quoted in the article is 1 Rimm...$18x4 = $72/128 Mb equiv. Any thoughts? In January Samsung was reported as shipping 30M RDRAM units since inception at a value of $900 million. The ASP for that period is $30.00. Samsung previously said sales in Rambus DRAMs amounted to 30 million units, valued at US$900 million. nikkeibp.asiabiztech.com On March 19 they stated Sales of RDRAM high-speed memory devices, widely used in both high-end workstations and high-performance games machines, have been very strong since the product's inception and that total revenues to-date have exceeded $1 billion. usa.samsungsemi.com It's clear to me the $18.00 refers to a 128Mb RDRAM chip. (You are also neglecting the Intel subsidy for RIMM's in your analysis). If you want to add 128MB PC600 to a Dell 8100 it's going to cost you $240.00. You know, there really is nothing harmful (to the longs or the shorts) in discussing assumptions, agreeing upon them and trying to complete a model which is transparent. Then we can all stop arguing opinion and horsesh@t and instead argue models (g). C'mon, you'll be glad you pitched in...there's nothing wrong with sharing knowledge...at least you can have a part in educating a mom'n'pop in the ways of you rocket scientists... Your spreadsheet model is a 1.3MB xls file. Analyzing the plethora of assumptions and data isn't a ten minute task. Considering the amount of time I spent analyzing and PM'ing inputs on previous models I'm somewhat offended by the implication. <G> JMO's

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