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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: jim kelley who wrote (72653)5/12/2001 4:56:42 PM
From: Sun Tzu  Read Replies (2) of 93625
 
Rambus is worth about $30 per share on the basis of Rdram alone.

Please explain. What I am after is something along the lines of "next year the DRAM market is $x of which DRDRAM will have y% penetration". Then we can discuss the size of the DRAM market over the next two years as well as competing technologies and why DRDRAM will have whatever penetration that bulls/bears think it will have.

I am sure this topic has been discussed before, but I am new to the thread and appreciate the recap.

thanks,
ST
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